James Garvin, financial advisor South Park PA

James Garvin

CRD Number: 6655350
Current Firm: Seedsafe Financial LLC

James Garvin (CRD# 6655350) is an Investment Advisor Representative working at Seedsafe Financial LLC in South Park, PA and has over 5 years of experience in the finance industry. James Garvin has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Seedsafe Financial LLC East Palestine, OH Jan 2019 - Current 2
Garvin Planning Company East Palestine, OH Jul 2017 - Current 4
Edward Jones St Louis, MO Jun 2016 - Jul 2017 1
Ohio Small Business Development Center Youngstown, OH Jan 2016 - Jun 2016 < 1
Mcdonald's East Palestine, OH Jun 2009 - Jun 2016 7
Youngstown State University Youngstown, OH Aug 2011 - May 2016 4
Ups Boardmen, OH Nov 2015 - Jan 2016 < 1
Youngstown State Univeristy - Accounting & Finance Tutor Youngstown, OH Aug 2015 - Dec 2015 < 1
Ballet Western Reserve Youngstown, OH Nov 2014 - May 2015 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2016
Contact Info for James M. Garvin
Phone Number: 360-602-1274
Registered State(s):
  • CA
  • PA
  • TX
Current Firm Details
Seedsafe Financial LLC
Firm's CRD Number: 283887
By the Numbers
  • Total Assets Under Management
    3
    MILLIONS
  • Total Number of Accounts
    40
    ACCOUNTS
  • Average Account Value
    $83,659
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

CA, PA, TX, WA

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