James Mathias, financial advisor Bingham Farms MI
96 score

James Mathias

CRD Number: 1180474
Current Firm: Girard Securities, Inc.

James Mathias (CRD# 1180474) is an Investment Advisor Representative working at Girard Securities, Inc. in Bingham Farms, MI and has over 33 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Girard Securities, Inc. San Diego, CA Jan 2013 - Current 3
Focus Financial Group Agency, Inc/focus Financial Wealth Managem Bingham Farms, MI Jun 1991 - Current 25
Invest Financial Corporation Tampa, FL Nov 2005 - Jan 2013 7
Focus Financial Planning, LLC Bingham Farms, MI May 2001 - Jun 2012 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1983
S65 NASAA Investment Advisors Law Examination Sep 1998
Contact Info for James E. Mathias
Phone Number: 858-622-2140
Registered State(s):
  • MI
  • WA
  • TX
By the Numbers
  • Total Assets Under Management
    646
    MILLIONS
  • Total Number of Accounts
    3,210
    ACCOUNTS
  • Average Account Value
    $201,360
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

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, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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