James
Holmes
Lpl Financial LLC
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About this Advisor
James Holmes is a financial advisor based in Evansville, Indiana, working with Lpl Financial LLC. James has previously worked at Liberty Federal Credit Union, Colby'S Fine Food And Spirits, Fat Edd'S Roadhouse, Mellow Mushroom Pizza, Family Counseling Center Inc, and Lpl Financial LLC. James has passed the Series 66 regulatory exam and is registered to provide services in Indiana. Currently, James is part of Lpl Financial LLC, which operates in Evansville, Indiana. The firm has 18,523 offices and 37,893 employees. Lpl Financial LLC manages assets totaling $618.9 billion and serves both charitable organizations and high-net-worth clients. The firm offers services such as financial planning, portfolio management for individuals, small businesses, and institutional clients, pension consulting, selection of other advisers, educational seminars, and other services. Lpl Financial LLC offers fee structures that include asset-based, hourly, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Lpl Financial LLC Brokerage Details
$618,922,975,737
37,893
2,369,378
$261,217
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
- Educational seminars/workshops
- Other
James Holmes Work History
Liberty Federal Credit Union
Lpl Financial LLC
Liberty Federal Credit Union
Colby'S Fine Food And Spirits
Fat Edd'S Roadhouse
Mellow Mushroom Pizza
Fat Edd'S Roadhouse
Family Counseling Center Inc
Disclosures
Please visit the SEC profile of James Holmes 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 Lpl Financial LLC
Fort Mill, SC
Fairfield, CA
Danville, CA
Mount Pleasant, PA
Everett, WA
Fort Mill, SC
Pittsfield, MA
Santa Barbara, CA
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