Be advised. This advisor is no longer registered as an Independent Advisor Representative. They may still be registered as a broker.
James Toupin, financial advisor Philadelphia PA
89 score

James Toupin

CRD Number: 6244836
Current Firm: Mcadam LLC

James Toupin (CRD# 6244836) is an Investment Advisor Representative working at Mcadam LLC in Philadelphia, PA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Brokerage Services LLC Burlington, MA Mar 2015 - Current 1
Mcadam LLC Boston, MA Oct 2014 - Mar 2015 < 1
Purshe Kaplan Sterling Investments Albany, NY Oct 2014 - Mar 2015 < 1
Mcadam Financial Group Boston, MA Nov 2013 - Oct 2014 < 1
Ing Financial Partners Boston, MA Sep 2013 - Oct 2014 1
Toupin Rigging Dracut, MA Jun 2010 - Dec 2013 3
University Of Massachusetts Amherst Amherst, MA Sep 2008 - May 2010 1
Toupin Rigging Dracut, MA Jun 2009 - Aug 2009 < 1
Toupin Rigging Dracut, MA Jun 2008 - Aug 2008 < 1
Northern Essex Community College Haverhill, MA Sep 2005 - May 2008 2
Toupin Rigging Dracut, MA Jun 2007 - Aug 2007 < 1
Toupin Rigging Dracut, MA Jun 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2013
S65 NASAA Investment Advisors Law Examination Jan 2014
Contact Info for James R. Toupin
Phone Number: (888) 614-5323
Firm Website:
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • 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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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