James
Mccrory

R. F. Lafferty & Co., Inc

CRD#4140943
Investment Advisor
in New York, NY

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About this Advisor

James Mccrory is a financial advisor based in New York, New York, working with R. F. Lafferty & Co., Inc. James has previously held positions at National Integrity Life/Ifs Financial Services, Touchstone Securities, and R. F. Lafferty & Co., Inc. James has passed the Series 66 regulatory exam and is registered to provide services in Connecticut and Pennsylvania. Currently, James is part of R. F. Lafferty & Co., Inc, which operates out of New York, New York. The firm has 2 offices and 67 employees. The firm manages assets totaling $90.9 million and serves high-net-worth clients. The services offered by the firm include portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at R. F. Lafferty & Co., Inc includes asset-based and commission-based fees.

Certifications and Registrations

Series 66

Services Offered

Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Commissions

Office Location

40 Wall Street 29Th Floor
New York, NY 10005

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R. F. Lafferty & Co., Inc Brokerage Details

Total Assets Under Management

$90,879,915

NY Average: $7,464,549,021
Total Number of Employees

67

NY Average: 88
Total Number of Accounts

148

NY Average: 3,892
Average Account Size

$614,053

NY Average: $1,917,921

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

James Mccrory Work History

2021 - Present (3 years)

R F Lafferty & Co., Inc

2011 - Present (13 years)

National Integrity Life/Ifs Financial Services

2011 - Present (13 years)

Touchstone Securities

Disclosures

Please visit the SEC profile of James Mccrory 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 R. F. Lafferty & Co., Inc

John Heidenreich
New York, NY
Athanasios Tomaras
New York, NY
William Dipenice
Irvington, NY
Janice Ginsburg
Chadds Ford, PA
Louis Ciavarella
Chadds Ford, PA
James Mccrory
New York, NY
Van Olmstead
Chadds Ford, PA
Robert Stravinski
New York, NY

The content in this profile was updated by SmartAsset on 6/19/2024. 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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