James McCollom, financial advisor Charlotte NC

James McCollom

CRD Number: 3018906
Current Firm: Core Advisory Group

James McCollom (CRD# 3018906) is an Investment Advisor Representative working at Core Advisory Group in Charlotte, NC and has over 26 years of experience in the finance industry.

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Company Name Location Dates Years
Core Advisory Group Charlotte, SC Jul 2021 - Current 2
Lpl Financial LLC Charlotte, NC Jul 2010 - Current 13
Independent Advisor Alliance, LLC Charlotte, NC Nov 2019 - Jul 2021 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1998
S65 NASAA Investment Advisors Law Examination Jul 2000
Contact Info for James A. McCollom
Phone Number: 803-324-5464
Registered State(s):
  • NC
  • TX
By the Numbers
  • Total Assets Under Management
    178
    MILLIONS
  • Total Number of Accounts
    1,323
    ACCOUNTS
  • Average Account Value
    $134,327
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

FL, GA, MS, NC, SC, TX

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