James McBrayerCRD Number: 6010585
Current Firm: Hallmark Capital Management Inc.
James McBrayer (CRD# 6010585) is an Investment Advisor Representative working at Hallmark Capital Management Inc. in West Palm Beach, FL and has over 4 years of experience in the finance industry. James McBrayer 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.
Castle Wealth Management
United Capital Financial Advisers
Indian River Financial Group, Inc.
|Hallmark Capital Management||Wayne, NJ||Jun 2015 - Current||1|
|J.p. Morgan Securities LLC||Palm Beach Gardens, FL||Oct 2012 - Jun 2015||2|
|Chase Investment Services Corp||Palm Beach Gardens, FL||Dec 2011 - Oct 2012||< 1|
|Planet Positive Cleaning Services, Llc Dba, Detail Masters||West Palm Beach, FL||Sep 2010 - Sep 2012||2|
|Ocwen Financial Corp.||West Palm Beach, FL||Oct 2009 - Dec 2011||2|
|Htl, LLC||Riviera Beach, FL||Jan 2006 - Oct 2009||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Feb 2012|
Total Assets Under Management1,228MILLIONS
Total Number of Accounts1,452ACCOUNTS
Average Account Value$845,486
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, CT, FL, GA, LA, MA, MI, NC, NH, NJ, NV, NY, OH, PA, SC, TX, WI