James
Frame

Equitable Advisors, LLC

CRD#7775577
Investment Advisor
in San Diego, CA

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About this Advisor

James Frame is a financial advisor based in San Diego, California, working with Equitable Advisors, LLC. James has previously held positions at Equitable Advisors, LLC, Senior Care Entertainment Intl, LLC, Galion Bros Famous Steaks, Grocery Market, Recording, Radio, Film And Culinary Connection, and Melrose Recording Studio. James has passed the Series 66 regulatory exam and is registered to provide services in California and Colorado. Currently, James is part of Equitable Advisors, LLC, which operates out of San Diego, California. The firm has 885 offices and 5,565 employees. The firm manages assets totaling $29.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Equitable Advisors, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

4370 La Jolla Village Dr. Suite 400
San Diego, CA 92122

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Equitable Advisors, LLC Brokerage Details

Total Assets Under Management

$29,776,092,676

CA Average: $7,464,549,021
Total Number of Employees

5,565

CA Average: 88
Total Number of Accounts

79,686

CA Average: 3,892
Average Account Size

$373,668

CA Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

James Frame Work History

2023 - Present (1 year)

Equitable Advisors, LLC

2018 - 2018 (< 1 year)

Galion Bros Famous Steaks

2017 - 2023 (6 years)

Senior Care Entertainment Intl, LLC

2017 - 2017 (< 1 year)

Grocery Market

2014 - 2017 (3 years)

Recording, Radio, Film And Culinary Connection

2013 - 2014 (1 year)

Melrose Recording Studio

Disclosures

Please visit the SEC profile of James Frame to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Equitable Advisors, LLC

Christopher Brockett
Shelton, CT
Caleb Bennett
Erie, PA
Randy Watkins
Conshohocken, PA
Joshua Best
Falls Church, VA
Joseph Franchi
Wellesley Hills, MA
Adrian Peralta
Columbia, MD
Michael Lopes
Rochester, NY
Noah Brown
Loveland, CO

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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