James Charbonneau is a registered investment advisor, based in San Rafael, CA, with 34 years of industry experience.
Location
4340 Redwood Highway, Suite B-60, San Rafael, CA, 94903
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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James is involved in several business activities, including DBAs for LPL business, co-ownership of an ice vending machine business, real estate rental, and an Amazon online store/restaurant. He also works as SVP at HUB International and provides investment advisory services through Global Retirement Partners, dedicating full-time hours to these roles.
Employment History
Current Registrations
HUB International Investment Services INC.
HUB International Investment Services INC.Broker
Global Retirement Partners LLC
LPL Financial LLCBroker
Previous Registrations
Golden Corner Wealth Advisors
Fortune Financial Services, INC.Broker
Cetera Advisor Networks LLCBroker
Goldman Sachs Personal Financial Management
Girard Securities, INC.Broker
Ic Advisory Services, INC.
The Investment Center, INC.
The Investment Center, INC.Broker
State Registrations17 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.