ADVISOR BIO

James Edward Urich is a financial advisor with LPL Financial LLC. James Edward Urich has been in the financial services industry since 2020 and is currently registered with the state of Maryland. James Edward Urich also has a Series 7, Series 66 and SIE license. James Edward Urich's previous experience includes working at Avantax Investment Services, Inc. and BFJ Wealth Management. James Edward Urich's specialties include portfolio management, financial planning, and consulting services.

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ADVISOR BIO

James Matthew Hodges is a financial advisor with over 40 years of experience in the industry. James has a broad range of experience, including serving as a registered representative with Robert W. Baird & Co. Inc. James has also worked at Legg Mason Wood Walker, Incorporated, Prudential-Bache Securities Inc., and Bache Halsey Stuart Inc. James is registered with the Securities and Exchange Commission (SEC), Financial Industry Regulatory Authority (FINRA), and the states of Alabama, Arizona, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Illinois, Indiana, Louisiana, Maine, Maryland, Massachusetts, Michigan, New Hampshire, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Puerto Rico, South Carolina, Tennessee, Texas, Virginia, Washington, West Virginia, and Wisconsin. James holds several industry licenses including Series 4, Series 7, Series 9, Series 10, Series 12, Series 24, Series 53, and Series 63. James has specialized expertise in financial planning, pension consulting, and portfolio management for individuals, businesses, and investment companies. James is committed to providing his clients with personalized financial advice and helping them achieve their financial goals.

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ADVISOR BIO

James McNeill is a registered investment advisor representative with T. Rowe Price Advisory Services, Inc.. James McNeill has been in the securities industry for 10 years and has experience in both individual and business portfolio management.

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ADVISOR BIO

James Foxen is an Investment Advisor Representative at Cornerstone Advisory, a firm located in Hunt Valley, Maryland. James has been in the financial services industry for over 20 years, and has worked at several other firms, including Kestra Investment Services, LLC, Brighthouse Securities, LLC, MetLife Investors Distribution Company, AIG Capital Services, Inc., and New England Securities. James specializes in providing financial planning and portfolio management services to individuals, businesses, and pooled investment vehicles.

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ADVISOR BIO

James Edward Zurad is a registered investment advisor representative with T. Rowe Price Associates, Inc. in Baltimore, MD. James has been in the industry since 1997 and has a broad range of experience in securities, investment company products, and commodity futures. James holds the Series 3, 6, 7, 24, 63, 65, and 66 licenses.

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ADVISOR BIO

James Mensah has been in the financial services industry since June 20, 2004. James is currently registered with State Farm VP Management Corp. James has passed the Series 6 and SIE exams and is currently registered in District of Columbia and Maryland.

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ADVISOR BIO

James Larry Henson is a financial advisor with over 20 years of experience in the industry. James Henson is currently registered with Morgan Stanley and is licensed in 51 states and the District of Columbia. James Henson has previously been registered with CITIGROUP GLOBAL MARKETS INC., TUCKER ANTHONY INCORPORATED, and MOSAIC FUNDS DISTRIBUTOR, LLC. James Henson offers a variety of financial services including asset allocation advice, financial planning, pension consulting, educational seminars, and selection of other advisors. James Henson specializes in portfolio management for businesses, individuals, and investment companies. James Henson manages assets for high-net-worth individuals, individuals other than high-net-worth, charitable organizations, corporations or other businesses, insurance companies, investment companies, banking or thrift institutions, pension and profit-sharing plans, and state or municipal government entities.

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ADVISOR BIO

James Nicholas Kerasiotes has been an active financial advisor for over 25 years. James is currently registered as a Broker and Investment Advisor Representative with Ameriprise Financial Services, LLC, based in Columbia, MD. James has worked for Ameriprise for over 20 years in a variety of roles, including as a Financial Advisor, Registered Representative, and Branch Manager. James is a highly experienced and knowledgeable financial advisor who is dedicated to helping his clients achieve their financial goals.

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ADVISOR BIO

James William Ryan is a financial advisor with over 30 years of experience in the industry. James has been with Morgan Stanley since 2009, and previously held positions at Citigroup Global Markets Inc. and Legg Mason Wood Walker, Incorporated. James has a broad range of experience, including working with high net worth individuals, corporations, and institutions. James is a Series 7, 63, and 65 licensed professional. James is a highly experienced and knowledgeable advisor who is dedicated to helping clients achieve their financial goals.

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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