James Mangam, financial advisor Oradell NJ

James Mangam

CRD Number: 316794
Current Firm: Lpl Financial LLC

James Mangam (CRD# 316794) is an Investment Advisor Representative working at Lpl Financial LLC in Oradell, NJ and has over 36 years of experience in the finance industry. James Mangam 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
Lpl Financial LLC Oradell, NJ Sep 2023 - Current < 1
James F Mangam Jr. (mangam Agency) Oradell, NJ Jan 1979 - Current 45
Cadaret, Grant & Company, Inc. Oradell, NJ Aug 1982 - Sep 2023 41
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1987
Contact Info for James F. Mangam
Phone Number: 704-733-3300
Registered State(s):
  • NJ
  • TX
By the Numbers
  • Total Assets Under Management
    368,019
    MILLIONS
  • Total Number of Accounts
    1,688,501
    ACCOUNTS
  • Average Account Value
    $217,956
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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