James Budzyn is a ChFC-designated registered investment advisor, based in LaPorte, IN, with 34 years of industry experience.
Location
LaPorte, IN
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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 an independent insurance agent for various companies since 2009, dedicating a few hours per week. He also prepares college funding plans for a fee, spending a few hours per week, and participates in paid surveys for minimal time. James also works as an advisory representative of a registered investment advisor, spending nearly full-time hours on this activity.
Employment History
Current Registrations
Cambridge Investment Research, INC.
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
LPL Financial Corporation
LPL Financial CorporationBroker
Park Avenue Securities LLCBroker
Metropolitan Life Insurance CompanyBroker
Metlife Securities INC.Broker
Oak Brook Securities CORP.Broker
John Hancock Distributors, INC.Broker
John Hancock Mutual Life Insurance CompanyBroker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations8 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.