James Delaura
James Delaura is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Viera, FL, with 26 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
8085 Spyglass Hill Road, Viera, FL, 32940
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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James is an independent contractor for CPA Financial Enrichment Group, acting as an advisor, and spends about half his time on this. He also owns Thendara Enterprises for tax reporting purposes, dedicating minimal time, and is a board member for Waterford Pointe Homeowners Association, spending a few hours per week.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Cadaret Grant & CO INC
Cadaret, Grant & CO., INC.Broker
Next Financial Group, INC.Broker
LPL Financial CorporationBroker
Mutual Service CorporationBroker
Sii Investments, INC.Broker
Cadaret, Grant & CO., INC.Broker
State Registrations19 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.