James
Mcevoy
Eastsound Capital Advisors, LLC
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About this Advisor
James Mcevoy is a financial advisor based in Morgan Hill, California, working with Eastsound Capital Advisors, LLC. James has previously held positions at Intersecurities, Inc/Transmerica, Concert Wealth Management, Inc, Individual Asset Management ("Iam"), and Cross Border Planning, Sprl/Bvba. James has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in California. Currently, James is part of Eastsound Capital Advisors, LLC, which operates out of Morgan Hill, California. The firm has 3 offices and 6 employees. The firm manages assets totaling $152.2 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Eastsound Capital Advisors, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Eastsound Capital Advisors, LLC Brokerage Details
$152,190,000
6
401
$379,526
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
James Mcevoy Work History
Cross Border Planning, Sprl/Bvba
Individual Asset Management ("Iam")
Concert Wealth Management, Inc
Intersecurities, Inc/Transmerica
Disclosures
Please visit the SEC profile of James Mcevoy 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 Eastsound Capital Advisors, LLC
San Francisco, CA
Morgan Hill, CA
Morgan Hill, CA
Eastsound, WA
Morgan Hill, CA
Medfield, MA
Eastsound, WA
Arvada, CO
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