James AdamsCRD Number: 2318370
Current Firm: Global Retirement Partners LLC
James Adams (CRD# 2318370) is an Investment Advisor Representative working at Global Retirement Partners LLC in New York, NY and has over 5 years of experience in the finance industry.
Financial Life Focus, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|Global Retirement Partners, LLC||San Rafael, CA||Mar 2020 - Current||3|
|Hub International||Chicago, IL||Feb 2020 - Current||3|
|Tapfin/ey||Secaucus, NJ||Mar 2019 - Mar 2020||1|
|Mfs Advisors LLC||Covington, KY||Feb 2017 - Mar 2020||3|
|Transamerica||Harrison, NY||Mar 1986 - Feb 2017||30|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||May 2017|
Total Assets Under Management107,120MILLIONS
Total Number of Accounts19,922ACCOUNTS
Average Account Value$5,376,981
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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