James Musgrave, financial advisor Silver Spring MD
93 score

James Musgrave

CRD Number: 2997304
Current Firm: Research Financial Strategies

James Musgrave (CRD# 2997304) is an Investment Advisor Representative working at Research Financial Strategies in Silver Spring, MD and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Purshe Kaplan Sterling Investments Albany, NY Aug 2012 - Current 4
Reutemann Financial Solutions, Inc., Dba Research Fin Strat Rockville, MD Jan 2012 - Current 4
Lpl Financial Silver Spring, MD Aug 2006 - Jul 2012 5
National Agents Alliance Raleigh, NC Jan 2005 - Aug 2006 1
The Lincoln National Life Insurance Company Lutherville, MD Nov 1998 - Aug 2006 7
Free Lance Audio Engineer Baltimore, MD May 1987 - Aug 2006 19
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1998
S65 NASAA Investment Advisors Law Examination Nov 1998
Contact Info for James C. Musgrave
Phone Number: 301-294-7500
Registered State(s):
  • DC
  • MD
  • VA
By the Numbers
  • Total Assets Under Management
    381
    MILLIONS
  • Total Number of Accounts
    3,029
    ACCOUNTS
  • Average Account Value
    $125,879
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

CA, DC, DE, FL, GA, IL, LA, MD, NC, NY, OH, PA, TN, TX, UT, VA, WA

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

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