James McCrorey, financial advisor North Versailles PA
93 score

James McCrorey

CRD Number: 2006059
Current Firm: Citizens Securities, Inc.

James McCrorey (CRD# 2006059) is an Investment Advisor Representative working at Citizens Securities, Inc. in North Versailles, PA and has over 27 years of experience in the finance industry.

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Company Name Location Dates Years
Cco Investment Services Corp Pittsburgh, PA May 2005 - Current 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1989
S65 NASAA Investment Advisors Law Examination Jul 2006
Contact Info for James J. McCrorey
Phone Number: 1-800-942-8300
Registered State(s):
  • MD
  • OH
  • PA
By the Numbers
  • Total Assets Under Management
    27,379
    MILLIONS
  • Total Number of Accounts
    19,253
    ACCOUNTS
  • Average Account Value
    $1,422,068
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AL, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KY, LA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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