James Rosebrough, financial advisor Gilbert AZ

James Rosebrough

CRD Number: 4355308
Current Firm: Strategic Financial Group, Plc

James Rosebrough (CRD# 4355308) is an Investment Advisor Representative working at Strategic Financial Group, Plc in Gilbert, AZ and has over 22 years of experience in the finance industry.

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Company Name Location Dates Years
Strategic Financial Group, Plc Gilbert, AZ Nov 2009 - Current 14
Verus Capital Partners, LLC Gilbert, AZ Sep 2013 - Feb 2015 1
Securities America Inc. Gilbert, AZ Sep 2013 - Feb 2015 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2001
S65 NASAA Investment Advisors Law Examination Mar 2009
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for James A. Rosebrough
Phone Number: 480-634-8788
Firm Website: http://www.azsfg.com
Registered State(s):
  • AZ
  • TX
Current Firm Details
Strategic Financial Group, Plc
Firm's CRD Number: 175153
By the Numbers
  • Total Assets Under Management
    18
    MILLIONS
  • Total Number of Accounts
    171
    ACCOUNTS
  • Average Account Value
    $105,880
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
  • Educational seminars/workshops
Types of Clients
Registered States

AZ, TX

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