James is part of LPL Business Solutions, a service that provides industry-trained LPL professionals who can simplify operations and streamline LPL advisors’ practices. He partners with advisors to provide support on administrative tasks and client management functions.
James has 15 years of experience in the financial industry. Prior to joining LPL, he worked as
a Paraplanner at Ameriprise Financial. Prior to that, he was a Client Service Coordinator at CYMI Holdings, the Mathile Family Office. In addition, he won the 2 highest awards while attending Dale Carnegie Training course 'Effective Communication & Human Relations'. James is registered with both FINRA and the Ohio Department of Insurance. He presently holds a Series 7 General Securities Representative License through LPL Financial as well as a Life, Health & Disability Insurance License. He enjoys working with advisors and their clients in his role on the Admin Solutions team.
James has a strong foundation of faith and commitment to serving others. He enjoys
traveling, spending time with his Wife and golfing with family and friends. James is a fan of the
Cincinnati Reds Major League Baseball team.