James Mcbratney
James Mcbratney is a registered investment advisor at Private Advisor Group, LLC, based in Cranford, NJ, with 20 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 137,723 clients with $41B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Private Advisor Group offers investment management services where fees are based on a percentage of the value of your investments. The exact percentage is negotiable, up to a maximum of 2.00% per year, and is charged quarterly. Clients also pay brokerage commissions and transaction fees to the custodian. The firm may also charge a flat fee or an hourly fee for specific services.
Location
333 Stoughton Avenue, Cranford, NJ, 07016
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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 operates his LPL business under the DBA CE Financial, dedicating about half his time. He also sells non-variable insurance products, including life insurance and fixed annuities, spending about 10% to 20% of his time on this. Additionally, James has restaurant ownership and other business entities.
Employment History
Current Registrations
Private Advisor Group, LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
1717 Capital Management Company
1717 Capital Management CompanyBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations10 states
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