James Landry is a ChFC-designated registered investment advisor, based in Braintree, MA, with 27 years of industry experience.
Location
45 Braintree Hill Office Park, Suite 201, Braintree, MA, 02184
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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 Investment Advisor Representative with Pallas Capital Advisors LLC and a Registered Representative with Purshe Kaplan Sterling Investments, Inc., dedicating most of his time to Pallas. He also sells fixed life insurance and annuities as an agent, spending minimal time on this activity.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
Pallas Capital Advisors, LLC
Previous Registrations
Triad Advisors LLCBroker
Goss Advisors
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
Ws Griffith Securities, INC.Broker
Secure Planning, INC.Broker
State Registrations8 states
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