James
English
Sentinel Pension Advisors Inc
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About this Advisor
James English is a financial advisor based in Wakefield, Massachusetts, working with Sentinel Pension Advisors Inc. James has previously held positions at Sentinel Benefits And Financial Group and Sentinel Pension Advisors Inc. James has passed the Series 65 and Series 66 regulatory exams and is registered to provide services in California, Connecticut, District of Columbia, Maryland, New Jersey, New York, Pennsylvania, and Texas. Currently, James is part of Sentinel Pension Advisors Inc, which operates out of Wakefield, Massachusetts. The firm has 12 offices and 54 employees. The firm manages assets totaling $9.0 billion and serves high-net-worth clients. 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 Sentinel Pension Advisors Inc includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Sentinel Pension Advisors Inc Brokerage Details
$9,011,646,599
54
2,794
$3,225,357
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 English Work History
Sentinel Benefits And Financial Group
Sentinel Pension Advisors Inc
Disclosures
Please visit the SEC profile of James English 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 Sentinel Pension Advisors Inc
Wakefield, MA
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