James Moda (CRD# 7397092) is an Investment Advisor Representative working at Mcadam LLC in Philadelphia, PA and has over 2 years of experience in the finance industry.
CRD# 1272342
Lpl Financial LLC
CRD# 6436358
Planning Capital Management Corp.
CRD# 6237585
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mcadam LLC | Boston, MA | May 2021 - Current | 3 |
| Baypine | Boston, MA | Jun 2020 - Jun 2021 | 1 |
| Baylor University | Waco, TX | Aug 2017 - May 2021 | 3 |
| Ymca Of Greater Boston | Reading, MA | Jun 2018 - Aug 2018 | < 1 |
| Hillview Country Club | Reading, MA | Apr 2017 - Jul 2017 | < 1 |
| North Reading Middle/high School | North Reading, MA | Oct 2010 - Jun 2017 | 6 |
| Yankee Candle | Lynnfield, MA | Jun 2016 - Aug 2016 | < 1 |
| Adom Engineering | Bradford, MA | Jun 2015 - Oct 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2021 |
- TX
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Total Assets Under Management1,739MILLIONS
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Total Number of Accounts8,964ACCOUNTS
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Average Account Value$194,004
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
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