James is a LPL Registered Representative offering securities and advisory services through LPL Financial. His main objective is to help clients work towards growing and preserving their assets. Jim has more than 40 years experience in the financial services industry.
His extensive financial planning experience includes risk management, tax planning, retirement planning, estate preservation, investments, small businesses and asset allocation. He is licensed and registered with state securities and insurances, as well as registered as an Investment Advisor Representative with LPL Financial.