James Culp is a registered investment advisor, based in New York, NY, with 18 years of industry experience.
Location
5 Hanover Square, 12 FL, New York, NY, 10004
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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James is an officer/director for Fincadia Capital Partners LLC, Fincadia LLC, and Fincadia Wealth Management LLC. He also provides consulting services to help individuals and families organize their financial accounts and assets around death, dedicating about 10-20% of his time to this activity.
Employment History
Current Registrations
Arete Wealth Management, LLCBroker
Arete Wealth Advisors, LLC
Previous Registrations
National Asset Management, INC.
National Securities CorporationBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations11 states
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