Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
This advisor earns commissions from securities transactions through Private Client Services, LLC. These commissions may be higher or lower than those charged by other broker-dealers. Types of commissions include those earned from buying or selling equity securities, mutual fund 12b-1 commissions, mutual fund trail commissions, or direct product sponsor commissions.
Areas of Practice
Advisor Information
Office location
Matthews, NC
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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James is a property manager for BDJV Properties, LLC, spending minimal time on it. He also works nearly full-time at VestGen Advisors, LLC, and is a co-founder and member of VestGen Wealth Partners Holdings.