James Financial Advisors

James Financial Advisors (CRD# 304967) is a financial advisory firm headquartered in Raleigh, NC. They manage $12,621,730 in 58 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
8601 Six Forks Road, Suite 400, Raleigh, NC 27615
https://www.linkedin.com/in/jim-castleman-3621811/
By the Numbers
  • Total Assets Under Management
    13
    MILLION
  • Total Number of Accounts
    58
    ACCOUNTS
  • Average Account Value
    $217,616
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
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NC, TX

Financial Advisors at James Financial Advisors
Showing 1 - 1 of 1 top financial advisors.
1
James Castleman, financial advisor Raleigh NC
James F. Castleman
CRD#: 5582414
8601 Six Forks Road, Suite 400, Raleigh, NC 27615

James Castleman (CRD# 5582414) is an Investment Advisor Representative working at James Financial Advisors in Raleigh, NC and has over 14 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals