James
Olmore
United Capital Financial Advisors
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About this Advisor
James Olmore is a financial advisor based in Carlsbad, California, working with United Capital Financial Advisors. James has previously held positions at Beta Wealth Group, Inc, Mariner Wealth Advisors, and United Capital Financial Advisors, LLC. James has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California and Texas. Currently, James is part of United Capital Financial Advisors, which operates out of Carlsbad, California. The firm has 47 offices and 288 employees. The firm manages assets totaling $17.7 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, publication of newsletters, educational seminars, and other services. The fee structure at United Capital Financial Advisors includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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United Capital Financial Advisors Brokerage Details
$17,693,379,042
288
49,991
$353,931
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
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
James Olmore Work History
United Capital Financial Advisors, LLC
Beta Wealth Group, Inc
Mariner Wealth Advisors
Disclosures
Please visit the SEC profile of James Olmore 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 United Capital Financial Advisors
Holyoke, MA
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Larkspur, CA
Indianapolis, IN
Scottsdale, AZ
Fort Lauderdale, FL
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