James Cluverius, financial advisor Greenville SC

James Cluverius

CRD Number: 3242876
Current Firm: Lpl Financial LLC

James Cluverius (CRD# 3242876) is an Investment Advisor Representative working at Lpl Financial LLC in Greenville, SC and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial, LLC Greenville, SC Apr 2021 - Current 2
Bank Of America, N.a. Greenville, SC Dec 2018 - Apr 2021 2
Merrill Lynch, Pierce, Fenner & Smith Incorporated Greenville, SC Nov 2018 - Apr 2021 2
Raymond James & Associates, Inc. Greenville, SC Nov 2015 - Nov 2018 3
Rogers Townsend & Thomas, P.c. Columbia/greenville, SC Jan 2009 - Nov 2015 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2016
Contact Info for James K. Cluverius
Phone Number: 704-733-3300
Registered State(s):
  • SC
  • TX
By the Numbers
  • Total Assets Under Management
    368,019
    MILLIONS
  • Total Number of Accounts
    1,688,501
    ACCOUNTS
  • Average Account Value
    $217,956
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
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

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