James McBrayer, financial advisor West Palm Beach FL
93 score

James McBrayer

CRD 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.

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Professional Designations
Company Name Location Dates Years
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
Contact Info for James E. McBrayer
Phone Number: 973-808-4144
Firm Website: http://hallcapmgt.com
Registered State(s):
  • FL
  • NJ
By the Numbers
  • Total Assets Under Management
    1,228
    MILLIONS
  • Total Number of Accounts
    1,452
    ACCOUNTS
  • Average Account Value
    $845,486
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
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
  • Other
Types of Clients
Registered States

CA, CT, FL, GA, LA, MA, MI, NC, NH, NJ, NV, NY, OH, PA, SC, TX, WI

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

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