Years of Experience
5-20+ Years
BETHESDA, MD
17 Years Experience
0 Disclosures
ADVISOR BIO
James Ingoe is a financial advisor who has been in the industry since June 2007. James is currently registered with UBS Financial Services Inc., and is licensed to provide investment advice in several states, including Maryland, Pennsylvania, Virginia, and Texas. James also holds the Series 66 and Series 7 licenses. In addition to his work as a financial advisor, James also serves as a Partner at Boundary Rock Financial Group and an instructor at Montgomery College.
SPECIALIZATIONS
BALTIMORE, MD
24 Years Experience
0 Disclosures
ADVISOR BIO
James Bartley Gibson is a financial advisor at UBS Financial Services Inc. James Bartley Gibson has been in the financial industry since May 25, 2000. James Bartley Gibson is registered with the state of Maryland as a Registered Representative and Investment Advisor Representative, and is also registered with the state of California, Nevada, and Texas as a Registered Representative. James Bartley Gibson has a Series 6, Series 7, and Series 63 license, and is also a Certified Financial Planner. James Bartley Gibson has worked at UBS Financial Services Inc. since November 2010. Before joining UBS Financial Services Inc., James Bartley Gibson worked at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED from September 8, 2000, to November 19, 2010. James Bartley Gibson also worked at ARAGON FINANCIAL SERVICES, INC. from March 29, 2000, to July 11, 2000.
SPECIALIZATIONS
BETHESDA, MD
28 Years Experience
2 Disclosures
ADVISOR BIO
James McCarthy is a financial advisor with over 27 years of experience in the financial industry. James McCarthy is registered with Wells Fargo Advisors Financial Network, LLC in both Maryland and New Jersey. James McCarthy's previous employers include WELLS FARGO CLEARING SERVICES, LLC and H&R BLOCK FINANCIAL ADVISORS, INC.. James McCarthy has obtained various licenses and certifications including Series 3, 7, 8, 9, 10, 31, 52, 63, and 65. James McCarthy has a diverse background in financial services, including experience in securities, investments, and advisory services.
SPECIALIZATIONS
BETHESDA, MD
4 Years Experience
0 Disclosures
ADVISOR BIO
James Henry Heery is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. James Henry Heery has been in the securities industry for over four years. James Henry Heery is registered with the state of Maryland and holds FINRA licenses Series 66, Series 7TO and SIE.
SPECIALIZATIONS
LINTHICUM, MD
20 Years Experience
0 Disclosures
ADVISOR BIO
James Mellendick is a financial advisor with LPL Financial LLC, located in Linthicum, MD. James has been in the financial services industry since December 19, 2004. James has held previous positions at Wells Fargo Advisors, LLC, Morgan Stanley Smith Barney and Morgan Stanley & Co. Incorporated. James specializes in providing financial planning, portfolio management for individuals and businesses, and consulting services.
SPECIALIZATIONS
CLINTON, MD
32 Years Experience
0 Disclosures
ADVISOR BIO
James Skinner is a registered representative with PFS Investments Inc. James has been working in the financial services industry since September 1, 1992. James has experience in providing financial advice and investment management services to individuals and businesses. The main office of PFS Investments Inc. is located in Duluth, Georgia. James is registered to provide services in Maryland and South Carolina.
SPECIALIZATIONS
Chester, MD
26 Years Experience
1 Disclosures
ADVISOR BIO
James Brown is a financial professional with over 24 years of experience in the financial services industry. James is currently registered as an investment advisor representative with State Farm Investment Management Corp. and has Series 6, 26, and 63 securities licenses. James specializes in providing portfolio management for individuals and investment companies.
SPECIALIZATIONS
OWINGS MILLS, MD
26 Years Experience
0 Disclosures
ADVISOR BIO
James Shaughness is a financial advisor with T. Rowe Price Investment Services, Inc. James has been in the financial services industry since 1999 and has a wide range of experience in financial planning, investment management, and retirement planning. James is also a registered representative with FINRA and is licensed in 53 states. James holds the Series 6, 7, 24, 63, and 65 licenses. James is committed to providing his clients with personalized financial advice and helping them achieve their financial goals.
SPECIALIZATIONS
No specializations listed.
OWINGS MILLS, MD
32 Years Experience
0 Disclosures
ADVISOR BIO
James Corkill Hebert is a financial advisor with over 25 years of experience in the industry. He is currently registered with T. Rowe Price Associates, Inc. in Owings Mills, Maryland. James is also registered with the state of Maryland as an Investment Advisor Representative.
SPECIALIZATIONS
Ellicott City, MD
27 Years Experience
0 Disclosures
ADVISOR BIO
James Scott McGrew is an Investment Advisor Representative with State Farm Investment Management Corp. James is a Chartered Financial Consultant and has been in the industry since 1997. James holds the Series 6, Series 63 and SIE licenses and is currently registered in Delaware, District of Columbia, Maryland and Virginia. James is also a licensed insurance agent with State Farm Mutual Automobile Insurance Company and its affiliates.
SPECIALIZATIONS
