James
Mcafee
Tfs Securities, Inc
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About this Advisor
James Mcafee is a financial advisor based out of Ambler, Pennsylvania with 6 years of relevant experience. Mcafee is an employee of Tfs Securities, Inc. Mcafee has gained experience at Tfs Securities Inc, Mcafee Wealth Advisory (Dba), Calton & Associates and Proequities Inc. Mcafee maintains Series 63 and Series 66 licenses, designating them as a securities agent, and can work in Pennsylvania. Tfs Securities, Inc is an advisory firm that has its headquarters in Lincroft, NJ. It has offices in 94 locations and a total of 164 advisors. It oversees $1 billion in assets among its 5,347 customer accounts, making it one of the biggest investment advisory firms in the country by assets under management. Of its 5,347 customer accounts, just 7% are associated with high-net-worth clients who have more than $1 million in investable assets. Tfs Securities, Inc performs a broad range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial management fees largely vary depending on which service is provided. However, fee types billed by Tfs Securities, Inc most likely are comprised of some combination of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Tfs Securities, Inc Brokerage Details
$1,292,174,401
164
5,347
$241,663
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 Mcafee Work History
James has been registered as a financial advisor for 6 years.*
Tfs Securities Inc
Mcafee Wealth Advisory (Dba)
Proequities Inc
Calton & Associates
*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 Mcafee 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 Tfs Advisory Services
Bayonne, NJ
Lincroft, NJ
Lincroft, NJ
Lincroft, NJ
Blackwood, NJ
Bayonne, NJ
Lincroft, NJ
Bayonne, NJ
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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