James
Lavery
Symmetry Partners
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About this Advisor
James Lavery is a financial advisor who works in Glastonbury, Connecticut who has 10 years of relevant experience. Lavery is an advisor for Symmetry Partners. Throughout their career, Lavery has worked at Symmetry Partners, LLC, Northern Lights Distributors, LLC and Foreside Financial Services, LLC. Lavery has Series 65 and Series 63 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to work in Connecticut. Symmetry Partners is an advisory company that has its headquarters in Glastonbury, CT. The company has a total of 68 financial advisors. It has $7 billion in assets under management between its 14,653 client accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm advises 31 charitable organizations. Of its 14,653 accounts, just 3% are associated with high-net-worth clients who have more than $1 million in assets. The business performs a diverse array of services, including portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients and other services. Financial advisory fees largely are based on which service is provided. Fees billed by Symmetry Partners most likely consist of any blend of asset-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Symmetry Partners Brokerage Details
$6,510,880,873
68
14,653
$444,338
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Other
James Lavery Work History
James has been registered as a financial advisor for 10 years.*
Foreside Financial Services, LLC
Symmetry Partners, LLC
Northern Lights Distributors, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of James Lavery 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 Symmetry Partners
Glastonbury, CT
Glastonbury, CT
Glastonbury, CT
Glastonbury, CT
Glastonbury, CT
Ayden, NC
Glastonbury, CT
Glastonbury, CT
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