James
March
Cape Investment Advisory, Inc
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About this Advisor
James March is a financial advisor based in Mcdonough, Georgia. March is an advisor for Cape Investment Advisory, Inc. Throughout their career, March has worked at Pruco Securities, LLC, Ymca Pt. Loma, Ca, 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, Princor Financial Services Corp, Principal Life Insurance Co, Capital Synergy Partners, Inc, Cape Investment Advisory, Inc and American Global Wealth Management, Inc. March has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to work in Colorado. Cape Investment Advisory, Inc is a financial advisory business that has its headquarters in Mcdonough, GA. It has offices in 29 locations and a total of 139 advisors. It has $299 million in total assets across its 1,589 customer accounts, placing it among the mid-sized firms in the country by assets under management. Of its 1,589 customer accounts, just 5% are associated with high-net-worth individuals who have greater than $1 million in assets available to invest. Cape Investment Advisory, Inc offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. A financial advisor's fees largely vary depending on which services are provided. Fee types charged by Cape Investment Advisory, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cape Investment Advisory, Inc Brokerage Details
$298,865,172
139
1,589
$188,084
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
James has been registered as a financial advisor for 0 years.*
Cape Investment Advisory, Inc
American Global Wealth Management, 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
Princor Financial Services Corp
Principal Life Insurance Co
Ymca Pt. Loma, Ca
*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 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
Mcdonough, GA
Mcdonough, GA
Mcdonough, GA
Orlando, FL
Mcdonough, GA
Hanover, MD
Mcdonough, GA
Mcdonough, GA
The content in this profile was updated by SmartAsset on 4/16/2023. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
