James
Shope
Shope Advisors Group
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About this Advisor
James Shope is a certified financial planner operating in Camillus, New York with 2 years of industry experience. Shope is on the advisory team at Shope Advisors Group. They have spent their whole employment at Shope Advisors Group. Shope holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can serve investors in New York. Shope Advisors Group is a financial advisory firm operating out of Camillus, NY. It has $45 million in assets between its 81 client accounts, making it one of the smaller financial advisory firms in the nation by assets under management. Of its 81 accounts, 28% belong to high-net-worth investors who have more than $1 million in investable assets. The advisory firm offers financial planning services. Fees charged by financial advisors largely are based on which service is provided. Fee types charged by Shope Advisors Group most likely are comprised of some combination of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Shope Advisors Group Brokerage Details
$44,596,566
2
81
$550,575
Investment Advisory Services
- Financial planning services
James Shope Work History
James has been registered as a financial advisor for 2 years.*
Leigh Baldwin & Co., 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 Shope 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 Shope Advisors Group
Camillus, NY
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.
