James Mccurdy
James Mccurdy is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Elizabethtown, PA, with 27 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
101 Masonic Drive, Elizabethtown, PA, 17022
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
James is a co-owner of DDMP Investment Advisors, LLC, a support company, dedicating about half of his time. He also owns DDMP Real Estate, LLC, and is an agent for non-variable life insurance, spending minimal time on each.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services
Primevest Financial Services, INC.
Primevest Financial Services, INC.Broker
Bisys Brokerage Services, INC.Broker
Concord Brokerage Services, INC.Broker
State Registrations32 states
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