James Mcquaid is a registered investment advisor, based in North Barrington, IL, with 28 years of industry experience.
Location
108 South Wynstone Park Drive, Suite 110, North Barrington, IL, 60010
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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James is the Chairman/Director for The CARA Group, spending about 10-20% of his time chairing board meetings and advising on strategic initiatives. He also works as an Investment Adviser Representative for Financial Solutions, LLC, dedicating about half his time to financial planning and investment advisory services.
Employment History
Current Registrations
World Investments, LLCBroker
World Investments, LLC
World Investment Advisors, LLC
Previous Registrations
Financial Solutions, LLC
Osaic Wealth, INC.Broker
Jltd Advisors, LLC
Wunderlich Securities, INC.
Wunderlich Securities, INC.Broker
Mfm Asset Management, L.LC.Broker
State Registrations3 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.