James Lamar
James Lamar is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Mentor, OH, with 6 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
7473 Center Street, Mentor, OH, 44060
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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James works as an administrative assistant/paraplanner for Carver Financial Services LLC, a support company. This takes about half of his time, including about a quarter of his time during trading hours.
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Previous Registrations
PNC Investments
PNC InvestmentsBroker
State Registrations1 state
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