James
Curry
Consolidated Financial
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About this Advisor
James Curry is a financial advisor based in Gallipolis, Ohio, working with Consolidated Financial. James has previously held positions at The Wiseman Agency, Great American Advisors, Inc, Consolidated Financial, and Lincoln Investment. James has passed the Series 63 regulatory exam and is registered to provide services in Ohio. Currently, James is part of Consolidated Financial, which operates out of Gallipolis, Ohio. The firm has 5 employees and manages assets totaling $441.2 million. The firm serves a variety of clients, including high-net-worth individuals. 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, and selection of other advisers. The fee structure at Consolidated Financial includes asset-based, hourly, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Consolidated Financial Brokerage Details
$441,210,106
5
1,348
$327,307
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
James Curry Work History
Consolidated Financial
Lincoln Investment
Great American Advisors, Inc
Consolidated Financial
The Wiseman Agency
Disclosures
Please visit the SEC profile of James Curry 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 Consolidated Financial
Dublin, OH
Dublin, OH
Dublin, OH
Gallipolis, OH
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