James Havell is a registered investment advisor, based in Port Jefferson, NY, with 6 years of industry experience.
Location
1303 Main Street, Port Jefferson, NY, 11777
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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 works as a financial advisor at Coastline Wealth Management, dedicating nearly full-time hours to meeting with clients, offering strategic advice, and managing accounts. His duties also include compliance, client acquisition, and administrative tasks.
Employment History
Current Registrations
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
Previous Registrations
Tanager Wealth Management
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
Raymond James & Associates, INC.Broker
State Registrations7 states
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