James Massengill is a CFP-designated registered investment advisor, based in Malvern, PA, with 28 years of industry experience.
Location
100 Vanguard Blvd, Malvern, PA, 19355
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Regulatory History (1)
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Customer Dispute
March 2020Closed-No Action
Other Business Activities
James owns rental property in Four Oaks, NC since 2015. He dedicates minimal time to this activity.
Employment History
Current Registrations
Vanguard Marketing Corporation
January 2025 - Present · 1 yr 8 mos
Vanguard Advisers, INC.
January 2025 - Present · 1 yr 8 mos
Vanguard Marketing CorporationBroker
January 2025 - Present · 1 yr 8 mos
Previous Registrations
Vanguard Advisers, INC.
October 2014 - February 2022 · 7 yrs 4 mos
Vanguard Advisers INC
May 1997 - December 2002 · 5 yrs 7 mos
Vanguard Marketing CorporationBroker
October 1994 - February 2022 · 27 yrs 4 mos
State Registrations2 states
PATX
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.