James Mcquaid is a registered investment advisor, based in North Barrington, IL, with 16 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 works as a Registered Assistant at Financial Solutions, LLC, providing or supporting investment advisory services. These services may include retirement plan consulting, investment management, financial planning, and other related activities.
Employment History
Current Registrations
World Investments, LLCBroker
World Investment Advisors, LLC
Previous Registrations
Financial Solutions, LLC
Osaic Wealth, INC.Broker
Jltd Advisors, LLC
Wunderlich Securities, INC.
Wunderlich Securities, INC.Broker
State Registrations1 state
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.