James
Birks
Birks Financial Corp
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About this Advisor
James Birks is a financial advisor operating in Mc Lean, Virginia with 27 years of relevant experience. Birks is an advisor for Birks Financial Corp. During their career, the advisor has held roles at #Ia Birks Financial Corporation and Signator Investors, Inc. Birks has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Massachusetts and Virginia. Birks Financial Corp is a company operating out of Herndon, VA. The investment advisory business has just three people on staff. It oversees $161 million in total assets among its 378 client accounts, making it one of the mid-sized investment advisory firms in the United States by assets under management. Of its 378 client accounts, 46% are held by high-net-worth clients who have more than $1 million in assets available to invest. The business offers a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors usually are based on the type of services. Fees billed by Birks Financial Corp most likely are comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Birks Financial Corp Brokerage Details
$160,900,000
3
378
$425,661
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
James Birks Work History
James has been registered as a financial advisor for 27 years.*
#Ia Birks Financial Corporation
Signator Investors, 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 Birks 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 Birks Financial Corp
Herndon, VA
Herndon, VA
Mc Lean, VA
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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