James Mcdonnell
James Mcdonnell is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Foxborough, MA, with 23 years of industry experience. James is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 813,961 clients with $260B in assets under management.
Compensation
Firm Size
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Assets Under Management
Location
16 Chestnut St, Suite 111, Foxborough, MA, 02035
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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 sells fixed insurance products, including life, disability, annuities, and long-term care, with various companies since 2019. He also owns McDonnell Wealth Inc., dedicating about a quarter of his time to providing financial services, and owns a rental property, spending a few hours per week on it.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
LPL Financial LLC
LPL Financial LLCBroker
Ing Financial Partners, INC
Ing Financial Partners, INC.Broker
Royal Alliance Associates, INC.
Royal Alliance Associates, INC.Broker
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations13 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.
Exams
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