James
Shaffer

Terra Wealth

CRD#6284327
Investment Advisor
in High Point, NC

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About this Advisor

James Shaffer is a financial advisor working in High Point, North Carolina, who has 1 year of industry experience. Shaffer is currently employed by Terra Wealth. Over the course of their career, they have held roles at Pfs Investments Inc, Primerica Financial Services, Kinsley Construction, Inc, Kinsley Construction Inc, Terra Wealth Management, LLC and Cape Securities, Inc. Shaffer has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to work in Pennsylvania. Terra Wealth is a company operating out of High Point, NC. The company has offices in 25 locations and a total of 62 employees. It has $167 million in assets under management across its 1,648 accounts, making it one of the mid-sized financial advisory firms in the United States by assets under management. Of its 1,648 customer accounts, just 3% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. Terra Wealth provides a diverse array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees charged by financial advisors typically depend on the financial services offered. However, fees billed by Terra Wealth can consist of any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

400 West English Road Ste 215
High Point, NC 27262

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Terra Wealth Brokerage Details

Total Assets Under Management

$167,354,321

NC Average: $3,625,019,099
Total Number of Employees

62

NC Average: 22
Total Number of Accounts

1,648

NC Average: 1,917
Average Account Size

$101,550

NC Average: $1,890,985

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

James Shaffer Work History

James has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Terra Wealth Management, LLC

2022 - Present (2 years)

Cape Securities, Inc

2016 - Present (8 years)

Kinsley Construction Inc

2014 - 2022 (8 years)

Pfs Investments Inc

2013 - 2022 (9 years)

Primerica Financial Services

1982 - 2015 (33 years)

Kinsley Construction, Inc

*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 Shaffer 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 Terra Wealth

Joseph Osborne
Murfreesboro, TN
Marcus White
Wausau, WI
Michael Mcdonald
High Point, NC
Jeffery Cole
High Point, NC
Jacob Hunt
San Tan Valley, AZ
Dillon Kazemi
High Point, NC
Richard Wilkinson
High Point, NC
Taylor Thompson
Mesa, AZ

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.

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