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James Harvey Craft

Linden Thomas Advisory Services, LLC

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About James Harvey Craft

James Craft is a financial advisor registered with Linden Thomas Advisory Services, LLC. James is also registered with the state of North Carolina as a registered investment advisor. James has been in the industry since August 2021. He is experienced in providing financial planning and portfolio management for businesses and individuals. James has worked with firms such as MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, LINDEN THOMAS AND COMPANY SECURITIES, LLC, and Bank of America, N.A.

Firm Information

James Craft is currently registered with Linden Thomas Advisory Services, LLC. Linden Thomas Advisory Services, LLC is a Registered Investment Advisor headquartered in Charlotte, NC. The firm offers a range of investment advisory services including financial planning, pension consulting, and portfolio management for individuals, businesses, and charitable organizations. Linden Thomas Advisory Services, LLC manages over $1.37 billion in assets for approximately 6,532 clients.
Linden Thomas Advisory Services, LLC

516 NORTH TRYON STREET, SUITE 200

CHARLOTTE, NC 28202

$1.37B

Assets Under Management

Not reported

Total Clients

12

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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James Craft’s Registration & Firm History

NC

08/16/2024 - Present

Linden Thomas Advisory Services, LLC (CHARLOTTE NC)

NC

09/21/2023 - 08/23/2024

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHARLOTTE NC)

NC

09/01/2021 - 09/25/2023

LINDEN THOMAS AND COMPANY SECURITIES, LLC (CHARLOTTE NC)

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Licenses & Designations

BOTH

Issued 09/29/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/30/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/01/2021

Series 7TO - General Securities Representative Examination

BC

Issued 08/21/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for James Harvey Craft.
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