James ClaiborneCRD Number: 2074636
Current Firm: Cambridge Investment Research Advisors, Inc.
Compensation Model: Both
Searcy Financial Services, Inc.
Communityamerica Financial Solutions, LLC
|Cambridge Investment Research Advisors, Inc.||Fairfiled, IA||Jan 2010 - Current||9|
|Cambridge Investment Research, Inc.||Fairfield, IA||Jul 2005 - Current||14|
|Prism Financial Group, LLC||Overland Park, KS||Jul 2005 - Jun 2010||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 1990|
|S6||Investment Company and Variable Contracts Products Representative Examination (IR)||Jul 1991|
|S7||General Securities Representative Examination (GS)||Dec 2003|
|S24||General Securities Principal Examination (GP)||Nov 2009|
Total Assets Under Management44,327MILLIONS
Total Number of Accounts276,236ACCOUNTS
Average Account Value$160,469
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
- Market timing services
- Educational seminars/workshops
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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