James Garvin (CRD# 6655350) is an Investment Advisor Representative working at Seedsafe Financial LLC in South Park, PA and has over 7 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.
CRD# 3221992
Cetera Investment Advisers LLC
CRD# 5335512
Lpl Financial LLC
CRD# 1498908
Robert W. Baird & Company Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Seedsafe Financial LLC | East Palestine, OH | Jan 2023 - Current | 1 |
| Garvin Planning Company | East Palestine, OH | Jul 2017 - Feb 2023 | 5 |
| Seedsafe Financial LLC | East Palestine, OH | Jan 2019 - Jan 2023 | 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 |
- CA
- PA
- TX
-
Total Assets Under Management59MILLIONS
-
Total Number of Accounts310ACCOUNTS
-
Average Account Value$189,021
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
CA, IL, PA, TX, WA
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