James McGrathCRD Number: 2017228
Current Firm: Raymond James Financial Services Advisors, Inc.
James McGrath (CRD# 2017228) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Bristol, PA and has over 25 years of experience in the finance industry.
Cypress Financial Planning
Academy Wealth Advisers, LLC
Dedicated Investment Advisers LLC
|Specific Solutions||Bristol, PA||Feb 2016 - Current||1|
|Raymond James Financial Services Advisors Inc.||Bristol, PA||Mar 2012 - Current||5|
|Fulton Financial Advisors||Lancaster, PA||Mar 2012 - Current||5|
|Fulton Financial Corporation||Bristol, PA||Mar 2012 - Current||5|
|Raymond James Financial Services||Bristol, PA||Feb 2012 - Current||5|
|Wells Fargo Advisors LLC||Bristol, PA||May 2009 - Feb 2012||2|
|Wachovia Securities, LLC||Jenkintown, PA||Jul 2005 - May 2009||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 1992|
|S66||NASAA Uniform Combined State Law Examination||Apr 2006|
Total Assets Under Management64,210MILLIONS
Total Number of Accounts224,839ACCOUNTS
Average Account Value$285,581
- 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)
- Educational seminars/workshops
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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