James
Horrocks
Onedigital Investment Advisors
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About this Advisor
James Horrocks is a certified financial planner operating in Danvers, Massachusetts with 1 year of industry experience. Horrocks is currently employed by Onedigital Investment Advisors. Over the course of their career, they have held roles at Lpl Financial LLC, Northeast Planning Associates, Inc, Purshe Kaplan Sterling Investments, Timescale Financial, Inc and Integrated Financial Planning, Inc. Horrocks maintains a Series 63 license, designating them as a securities agent, and can work in Massachusetts. Onedigital Investment Advisors is a firm headquartered in Overland Park, KS. It has offices in 73 locations and a total of 550 employees. It administers $89 billion in assets under management across its 25,199 accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm advises 97 charitable organizations. Of its 25,199 accounts, just 5% are held by high-net-worth investors who have more than $1 million in assets. The company has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial advisory fees depend on which services the firm provides the client. However, fees billed by Onedigital Investment Advisors can consist of some combination of asset-based, hourly, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Onedigital Investment Advisors Brokerage Details
$89,148,595,824
550
25,199
$3,537,783
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
James Horrocks Work History
James has been registered as a financial advisor for 1 years.*
Timescale Financial, Inc
Purshe Kaplan Sterling Investments
Integrated Financial Planning, Inc
Northeast Planning Associates, Inc
Lpl Financial 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 Horrocks 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 Onedigital Investment Advisors
Overland Park, KS
Round Rock, TX
Raleigh, NC
Orlando, FL
Overland Park, KS
Overland Park, KS
York, PA
Pensacola, FL
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.
