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James O'regan

1 Year of Experience
Fayetteville, GA
BrokerSells Insurance

James O'regan is a registered investment advisor, based in Fayetteville, GA, with 1 years of industry experience.

Location

110 Huntington Park Drive, Ste A, Fayetteville, GA, 30214

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

James is an intern at State Farm, providing services to customers, and also owns Marcelino Accounting Services LLC, providing bookkeeping services. The State Farm role takes about half of James's time, while the bookkeeping takes minimal time.

Employment History
Current Registrations
State Farm Vp Management CORP.
January 2025 - Present · 1 yr 4 mos
State Farm Vp Management CORP.Broker
January 2025 - Present · 1 yr 4 mos
State Farm Investment Management CORP.
December 2024 - Present · 1 yr 5 mos
State Registrations1 state
GA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
James O'regan - Financial Advisor | TrueAdvisor