James Burcham, financial advisor Dunkirk MD
96 score

James Burcham

CRD Number: 1233604
Current Firm: Ssn Advisory, Inc.

James Burcham (CRD# 1233604) is an Investment Advisor Representative working at Ssn Advisory, Inc. in Dunkirk, MD and has over 33 years of experience in the finance industry. James Burcham has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Securities Service Network Dunkirk, MD Jan 2010 - Current 7
Medallion Investment Services, Inc. Severna Park, MD Jan 1999 - Dec 2009 10
Medallion Advisory Services LLC Severna Park, MD Feb 1997 - Dec 2009 12
Medallion Insurance Services, LLC Severna Park, MD Aug 1996 - Dec 2009 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1984
Contact Info for James S. Burcham
Phone Number: 800-264-5499
Registered State(s):
  • MD
By the Numbers
  • Total Assets Under Management
    1,482
    MILLIONS
  • Total Number of Accounts
    8,662
    ACCOUNTS
  • Average Account Value
    $171,117
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)
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, 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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