ADVISOR BIO

James Scherer is a financial advisor in Loomis, CA, with over 25 years of experience in the financial industry. James has a diverse background, having worked at several prominent firms, including Wachovia Securities, LLC, Prudential Securities Incorporated, and Quick & Reilly, Inc. James currently works at LPL Financial LLC, where he helps clients with financial planning, portfolio management, and other advisory services. James is committed to providing personalized service and helping his clients achieve their financial goals.

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James Patrick Murphy is a registered representative with Citigroup Global Markets Inc. James Patrick Murphy has been in the industry since August 27, 2018. James Patrick Murphy is licensed in 30 states. Citigroup Global Markets Inc. is a large financial services firm with over $50 billion in assets under management and 11754 clients. James Patrick Murphy has been registered with Citigroup Global Markets Inc. since September 25, 2018. James Patrick Murphy specializes in financial planning, portfolio management for businesses and individuals, and security ratings. James Patrick Murphy is licensed in Arizona, California, Colorado, Connecticut, Delaware, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Kansas, Maine, Maryland, Massachusetts, Michigan, Minnesota, Montana, Nevada, New Jersey, New York, Ohio, Oklahoma, Oregon, Tennessee, Texas, Utah, Virginia, Washington, and Wyoming.

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James Robert Wagner has been in the financial industry since November 4, 1992. James is currently registered with M Holdings Securities, Inc. and has been working with them since August 1, 2014. James has also previously worked with Lincoln Investment, Capital Analysts, Incorporated, P.J. Robb Variable Corporation, Clark/Bardes Financial Services, Inc., Clark-Bardes Securities, Inc., First Union Brokerage Services, Inc., Chubb Securities Corporation, C.A.L. Investment Services Inc. and NWNL Management Corporation. James Robert Wagner specializes in providing financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisers, portfolio management for businesses, and portfolio management for individuals.

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James Antonio Lyday is an Investment Advisor Representative with World Investment Advisors, LLC. James has over 25 years of experience in the financial services industry. James holds both Series 6 and Series 7 licenses. James is also licensed in Louisiana and Tennessee. James provides financial planning and portfolio management services to individuals, businesses, and institutions. James is committed to providing his clients with personalized and comprehensive financial advice.

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James Jay Hallman is a financial advisor with over 30 years of experience in the industry. James is currently registered with Morgan Stanley, where he offers a variety of investment services including financial planning, portfolio management, and pension consulting. James has held prior positions with MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED and Morgan Stanley Private Bank, National Association. James holds several licenses and certifications, including the Series 7, 9, 10, 31, 63, and 65. James has a long history of providing financial advice to individuals, businesses, and institutions.

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James T. Ahn is an investment advisor representative with Halbert Hargrove. James has been in the financial services industry since February 2008. James is registered with the state of California and Texas. James is a Certified Financial Planner. James has previously worked at Citigroup Global Markets Inc. and Edward Jones. James's office is located at 111 West Ocean Boulevard, Suite 2300, Long Beach, California 90802-7908.

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James Raft is an investment advisor representative at LPL Financial LLC. James Raft has been in the financial services industry since 1992 and has been registered with LPL Financial LLC since May 2024. James Raft has also worked for LINCOLN FINANCIAL SECURITIES CORPORATION, FINANCIAL WEST GROUP, UNICORP FINANCIAL GROUP, and ROYAL ALLIANCE ASSOCIATES, INC. James Raft holds Series 6, 7, 63, and 65 licenses. James Raft specializes in insurance, retirement planning, and investment management. James Raft provides services to individuals, corporations, and charitable organizations.

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James Michael Bargetto is a registered investment advisor with Morgan Stanley. James has been in the industry since 1984. He works with clients to provide asset allocation advice, financial planning, and portfolio management for individuals, businesses, and investment companies. He has been registered with Morgan Stanley since 2009.

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James Holmes Dugan is an investment advisor representative and registered principal with Morgan Stanley. James has been in the industry since 1992 and has held previous roles at UBS Financial Services Inc., Wachovia Securities, LLC, Prudential Securities Incorporated, Salomon Smith Barney Inc., and Lehman Brothers Inc.. James is licensed to practice in multiple states including California, Texas, and others. James is a graduate of the University of California, Los Angeles, and holds a Master of Business Administration from the University of Southern California. James specializes in financial planning, investment management, and portfolio management for individuals, businesses, and investment companies.

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James brian Lucas Sugay is a financial advisor with over 15 years of experience in the financial services industry. James brian Lucas Sugay is currently registered with RBC Capital Markets, LLC. Prior to joining RBC Capital Markets, LLC, James brian Lucas Sugay was with Wells Fargo Clearing Services, LLC and Wells Fargo Investments, LLC. James brian Lucas Sugay holds the Series 66, Series 7 and SIE licenses and is registered in 16 states, including California, Texas, Florida, New Jersey, and New York. James brian Lucas Sugay specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and institutional clients. James brian Lucas Sugay has a strong track record of success in helping clients achieve their financial goals.

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