James Mcgrath
James Mcgrath is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Bristol, PA, with 34 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
2 Canals End Road, Suite 203C, Bristol, PA, 19007
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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 works as a financial advisor for Fulton Financial Advisors and Fulton Bank, dedicating about half his time to the latter. He also works as an agent selling life insurance, spending a few hours per week on this activity.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Morgan Stanley Dw INC.Broker
State Registrations16 states
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