James
Ewing
Lpl Financial LLC
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About this Advisor
James Ewing is a financial advisor based in Baton Rouge, Louisiana, working with Lpl Financial LLC. James has previously held positions at Lincoln Financial Advisors Corporation, Geneos Wealth Management Inc, Altus Wealth Management, LLC, and Lpl Financial, LLC. James has passed the Series 63 regulatory exam and is registered to provide services in Louisiana and Texas. Currently, James is part of Lpl Financial LLC, which operates out of Baton Rouge, Louisiana. The firm has 17,453 offices and 35,841 employees. The firm manages assets totaling $463.5 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, educational seminars, and other services. The fee structure at Lpl Financial LLC includes asset-based, hourly, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Lpl Financial LLC Brokerage Details
$463,475,486,343
35,841
1,910,545
$242,588
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
- Educational seminars/workshops
- Other
James Ewing Work History
Lpl Financial, LLC
Altus Wealth Management, LLC
Geneos Wealth Management Inc
Lincoln Financial Advisors Corporation
Disclosures
Please visit the SEC profile of James Ewing to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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