James Cleary, financial advisor Littleton CO

James Cleary

CRD Number: 2135040
Current Firm: M Holdings Securities, Inc.

James Cleary (CRD# 2135040) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Littleton, CO and has over 32 years of experience in the finance industry.

Similar Advisors
Roger Buswell, financial advisor Littleton CO
Roger J. Buswell
CRD# 1036566
Buswell Associates, Inc.
Similar Advisors
Eric Courage , financial advisor Littleton CO
Eric M. Courage
CRD# 5513725
Margin
Similar Advisors
Nicholas Crow, financial advisor Littleton CO
Nicholas J. Crow
CRD# 6280566
Motley Fool Wealth Management, LLC
Professional Designations
Company Name Location Dates Years
Bridge Financial Group, LLC Littleton, CO Jan 2013 - Current 11
M Holdings Securities, Inc. Portland, OR Mar 2001 - Current 23
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1991
Contact Info for James E. Cleary
Phone Number: 800-656-6960
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    3,932
    MILLIONS
  • Total Number of Accounts
    10,065
    ACCOUNTS
  • Average Account Value
    $390,697
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
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 James Cleary and other 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 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.