James
March
Cape Investment Advisory, Inc
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About this Advisor
James March is a financial advisor based in Moraga, California, working with Cape Investment Advisory, Inc. James has previously held positions at Pruco Securities, LLC, Independent Soccer Referee - Oba, Presidential Worldwide Transportation - Oba, Transamerica Financial Advisors, Inc, World Financial Group, Inc, The Prudential Insurance Co. Of America, Pfs Investments Inc, Primerica Financial Services, Jim March Insurance Services, Capital Synergy Partners, Inc, First Asset Financial, Inc, Cape Securities, Inc, American Global Wealth Management, Inc, and Cape Investment Advisory, Inc. James has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California. Currently, James is part of Cape Investment Advisory, Inc, which operates out of Moraga, California. The firm has 29 offices and 140 employees. The firm manages assets totaling $365.2 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Cape Investment Advisory, Inc includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Cape Investment Advisory, Inc Brokerage Details
$365,212,023
140
1,630
$224,056
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
James March Work History
First Asset Financial, Inc
Cape Securities, Inc
American Global Wealth Management, Inc
Cape Investment Advisory, Inc
Independent Soccer Referee - Oba
Presidential Worldwide Transportation - Oba
Capital Synergy Partners, Inc
Pruco Securities, LLC
Transamerica Financial Advisors, Inc
The Prudential Insurance Co. Of America
World Financial Group, Inc
Pfs Investments Inc
Primerica Financial Services
Jim March Insurance Services
Disclosures
Please visit the SEC profile of James March 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 Cape Investment Advisory, Inc
Hanover, MD
Mcdonough, GA
Mcdonough, GA
Mcdonough, GA
Mcdonough, GA
Moraga, CA
Charlotte, NC
Mcdonough, GA
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