James Drake, financial advisor Richmond VA
93 score

James Drake

CRD Number: 1101983
Current Firm: Commonwealth Retirement Investments LLC

James Drake (CRD# 1101983) is an Investment Advisor Representative working at Commonwealth Retirement Investments LLC in Richmond, VA and has over 32 years of experience in the finance industry.

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Company Name Location Dates Years
Commonwealth Retirement Investments LLC Richmond, VA Jan 2017 - Current 1
Lincoln Financial Advisors Corporation Richmond, VA Feb 1983 - Jan 2017 33
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1985
S65 NASAA Investment Advisors Law Examination May 1994
Contact Info for James F. Drake
Phone Number: 804-282-1238
Firm Website: http://www.cwealthra.com
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    97
    MILLIONS
  • Total Number of Accounts
    534
    ACCOUNTS
  • Average Account Value
    $181,315
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
Types of Clients
Registered States

VA

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

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