James Pursley, financial advisor Forest Grove OR
73 score

James Pursley

CRD Number: 1383787
Current Firm: Gaia Capital Management, Inc.

James Pursley (CRD# 1383787) is an Investment Advisor Representative working at Gaia Capital Management, Inc. in Forest Grove, OR and has over 26 years of experience in the finance industry.

Similar Advisors
Brian Hefele, financial advisor Forest Grove OR
Brian M. Hefele
CRD# 2602465
Cable Hill Partners, LLC
Similar Advisors
Danny Harlow, financial advisor Forest Grove OR
Danny J. Harlow
CRD# 864818
Nw Tax & Wealth Advisory Group, Inc.
Similar Advisors
Timothy Porter, financial advisor Forest Grove OR
Timothy L. Porter
CRD# 5065974
Smb Financial Services LLC
Company Name Location Dates Years
Gaia Capital Management, Inc. Forest Grove, OR Jan 1991 - Current 25
Anderson Pursley Insurance Services, Inc. Santa Monica, CA Aug 1985 - Mar 2010 24
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1990
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Regulatory Event
Get Details on the FINRA Advisor Check site
Contact Info for James C. Pursley
Phone Number: 011-55-64-3453-7277
Registered State(s):
  • CA
  • OR
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States


Ready to hire a financial advisor? Get competitive proposals from James Pursley and other advisors.

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 of 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.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

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.