ADVISOR BIO

James R. Bennett is a registered Investment Advisor Representative in Virginia and Texas. James is associated with Cambridge Investment Research Advisors, Inc., a firm with 3068 licensed agents and over 87 billion dollars in regulatory assets under management. James has been active in the financial services industry since June 2021. James's firm specializes in providing financial planning, pension consulting, educational seminars, market timing services, selection of other advisors, and portfolio management for individuals and businesses.

SPECIALIZATIONS

ADVISOR BIO

James Frederick Wessels is a financial advisor with Cambridge Investment Research Advisors, Inc. James has been in the financial services industry since 1997 and has a broad range of experience. James is registered with both FINRA and the State of Iowa. James has a strong background in financial planning and investment management and has worked with a variety of clients, including individuals, families, and businesses. James is also a Certified Public Accountant (CPA) and an Enrolled Agent (EA).

SPECIALIZATIONS

ADVISOR BIO

James Appel is a financial advisor with Centaurus Financial, Inc., with over 6 years of experience in the industry. James is registered with the state of California, Colorado and Michigan. James has a series 66, Series 7 and SIE licenses. James's specialties include financial planning, investment strategies, and retirement planning. James specializes in working with high-net-worth individuals, corporations and individuals.

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ADVISOR BIO

James Costello is a financial professional with over 25 years of experience in the financial services industry. James is a Certified Financial Planner® professional and is currently registered with Cambridge Investment Research Advisors, Inc. James has been with Cambridge Investment Research Advisors, Inc. since 2016. Prior to that, James was affiliated with PROTECTED INVESTORS OF AMERICA, EQUITY SERVICES, INC., RAYMOND JAMES FINANCIAL SERVICES, INC., WM FINANCIAL SERVICES, INC., FINANCIAL WEST GROUP, ROYAL ALLIANCE ASSOCIATES, INC. and SPELMAN & CO., INC. James holds FINRA Series 6, 7, 63 and 65 registrations. James also holds the Securities Industry Essentials Examination (SIE). James is located at 4380 Redwood Highway, Suite A-8 in San Rafael, CA 94903.

SPECIALIZATIONS

ADVISOR BIO

James Oneil Stewart is a financial advisor with over 25 years of experience in the financial services industry. James currently works with Cambridge Investment Research Advisors, Inc. as an Investment Advisor Representative. James has a diverse background, having held positions with a variety of firms including MML Investors Services, LLC, MSI Financial Services, Inc., Metropolitan Life Insurance Company, CitiStreet Equities LLC, BANC ONE Securities Corporation, Fidelity Brokerage Services LLC, and Irwin Union Securities. James is a registered representative in 14 states and holds the Series 63, 66, 7, and SIE licenses.

SPECIALIZATIONS

ADVISOR BIO

James Edward Steiger has been working in the financial industry since December 26, 1992. James is currently registered with Centaurus Financial, Inc. and is based in the Germantown, Tennessee branch office. James is licensed to provide investment advice in Arkansas, Florida, Mississippi, Oklahoma, South Carolina, Tennessee, Texas, and Virginia.

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ADVISOR BIO

James Paddock is an investment advisor representative at Cambridge Investment Research Advisors, Inc. James has been in the financial services industry since 1997. James is registered to provide investment advice in Pennsylvania and Texas. James has a strong background in financial planning and portfolio management. James specializes in providing financial advice to individuals, families, and businesses. James is committed to helping clients achieve their financial goals.

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ADVISOR BIO

James Gordon Borovsky is an Investment Advisor Representative associated with Corient. James has been in the industry since at least 1997 and is registered in Illinois. James is licensed to provide financial planning, pension consulting, market timing services, publication of periodicals, selection of other advisers, portfolio management for businesses and individuals, and portfolio management for pooled investment vehicles. James has passed the Series 65 exam.

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ADVISOR BIO

James Alexander Wurbs is a financial advisor with over 15 years of experience in the industry. James is currently registered with Cambridge Investment Research Advisors, Inc. and provides financial advice to individuals, businesses, and retirement plans. James is also a partner in Dunning and Associates CPAs, LLC., where he provides accounting and tax services. James holds the Series 66 and Series 7 licenses and has a strong understanding of investment strategies.

SPECIALIZATIONS

ADVISOR BIO

James Philip Jones is a registered representative of Centaurus Financial, Inc. James has been in the industry since January 26, 2009, and has a Series 6, 7, 63, and 65 license. James is a Registered Representative of Centaurus Financial, Inc. James is also registered to conduct investment advisory business in Alabama, California, Florida, Iowa, Maryland, North Carolina, South Carolina, Virginia, and West Virginia. James specializes in providing financial planning, pension consulting, educational seminars, market timing services, publication of periodicals, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. James is the president of Apex Benefits, Inc. and J.P. Jones Wealth Management.

SPECIALIZATIONS