James
Cash
Adaptation Financial Advisors Inc
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About this Advisor
James Cash is a chartered financial consultant based out of Oklahoma City, Oklahoma with a total of 1 year of relevant experience. Cash is an advisor for Adaptation Financial Advisors Inc. Throughout their career, Cash has worked at Ing Financial Partners, Inc, Guardian Life Insurance Company, Park Avenue Securities, Mass Mutual Life Insurance Company, Mml Investors Services, Adaptation Financial Advisors, The Huntington Investment Co, The Huntington National Bank, The Huntington Investment Company, Transamerica Agency Network, United Financial Services, Inc, Transamerica Financial Advisors and Cambridge Investment Research, Inc. Cash holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can advise clients in Ohio. Adaptation Financial Advisors Inc is a registered investment business headquartered in Oklahoma City, OK. The company has offices in two locations and a total of seven advisors. It handles $103 million in total assets across its 655 customer accounts, making it one of the mid-sized firms in the United States by assets under management. Of its 655 client accounts, just 1% are held by high-net-worth investors who have at least $1 million in investable assets. The firm offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. Fees charged by financial advisors largely are based on which services the firm provides the client. Fees charged by Adaptation Financial Advisors Inc most likely include any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Adaptation Financial Advisors Inc Brokerage Details
$102,956,137
7
655
$157,185
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
James Cash Work History
James has been registered as a financial advisor for 1 years.*
Adaptation Financial Advisors
Cambridge Investment Research, Inc
Transamerica Agency Network
United Financial Services, Inc
Transamerica Financial Advisors
The Huntington Investment Company
The Huntington Investment Co
The Huntington National Bank
Ing Financial Partners, Inc
Mass Mutual Life Insurance Company
Mml Investors Services
Guardian Life Insurance Company
Park Avenue Securities
*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 Cash 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 Adaptation Financial Advisors Inc
Oklahoma City, OK
Oklahoma City, OK
Oklahoma City, OK
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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