James Bennett is a registered investment advisor, based in Woodstock, VA, with 3 years of industry experience.
Location
415 S Main St., Woodstock, VA, 22664
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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 is an independent insurance agent for various companies, dedicating about 10-20% of his time to this role. He is also a 1099 contractor with Madison Financial Strategies (full-time), an IAR with Atlantic Capital Partners, and a 1099 with Advocacy Advisors.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Previous Registrations
Cetera Advisors LLC
Oneamerica Securities, INC.
State Registrations5 states
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