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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jim? Claim Your ProfileJim Richard Ladlie is a financial advisor who has been in the industry since 1994. Jim is currently registered with Retirement Plan Advisors, LLC, and holds various licenses, including Series 7, 24, 63, and 65. Jim specializes in providing financial planning, pension consulting, educational seminars, portfolio management for individuals and businesses, and publication of periodicals. Jim has worked with a variety of clients, including high-net-worth individuals, corporations, and pooled investment vehicles. Jim is committed to providing his clients with the highest level of service and expertise.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
MO
11/14/2022 - Present
Retirement Plan Advisors, LLC (ST. PETER'S MO)
OH
01/04/1996 - 03/31/2000
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
MO
05/31/1994 - 12/12/1995
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
IA
Issued 10/23/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/03/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/17/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/27/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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