James Fawcett, financial advisor Coraopolis PA

James Fawcett

CRD Number: 7468006
Current Firm: Primerica Advisors

James Fawcett (CRD# 7468006) is an Investment Advisor Representative working at Primerica Advisors in Coraopolis, PA and has over 2 years of experience in the finance industry.

Similar Advisors
James Greno, financial advisor Coraopolis PA
James R. Greno
CRD# 3221992
Cetera Investment Advisers LLC
Similar Advisors
C. Ellis, financial advisor Coraopolis PA
C. S. Ellis
CRD# 1549189
Centauri Advisory Group, Inc.
Similar Advisors
Patrick Aaron, financial advisor Coraopolis PA
Patrick E. Aaron
CRD# 5335512
Lpl Financial LLC
Company Name Location Dates Years
Pfs Investments Inc. Coraopolis, PA Nov 2021 - Current 2
Primerica Financial Services Coraopolis, PA Sep 2021 - Current 2
Knights Of Columbus New Haven, CT Oct 2017 - Sep 2021 3
Homemaking Baden, PA Mar 2013 - Oct 2017 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2021
S65 NASAA Investment Advisors Law Examination Jun 2023
Contact Info for James P. Fawcett
Phone Number: 833-786-0550
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    8,462
    MILLIONS
  • Total Number of Accounts
    59,808
    ACCOUNTS
  • Average Account Value
    $141,486
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.