Ian James

Ian James Work

Financial Advisor - Owner

@ Capital Financial Group, LLC

I

Financial Advisor

@ Investacorp, Inc.

S

Financial Advisor

@ Summit Brokerage Services, Inc.

Ian James Education

2000 - 2004 Master of Business Administration (MBA) in Business Administration and Management, General

Louisiana State University
1989 - 1994 Bachelor of Science (B.S.) in Political Science and Government

University of Idaho

Ian James Skills

Alternative InvestmentsEstate PlanningFinancial AdvisorySeries 63Independent Financial AdviceSelf Directed IraFinancial PlannersFixed AnnuitiesSaving for EducationFixed IncomeStock MarketRetirement PlanningLifePortfolio ManagementIRAsInvestmentsStockbrokingVariable AnnuitiesSeries 6CdFinanceRetirement Plan ConsultingEquity Indexed AnnuitiesRoth IRAInvestment AdvisoryIncome ProtectionFinancial ServicesWealth ManagementLife InsuranceMutual FundsStrategic Financial PlanningSavingsHigh Net Worth IndividualsInvestment StrategiesMarketingAsset ManagementInvestment Advisory ServicesWealthPersonal Financial PlanningLong Term Care InsuranceSeries 24Traditional IRA401k RolloversETFsMunicipal BondsREITRetirementSeries 65Series 7SecuritiesInvestment Management

Ian James Contact Information

Work email●●●●●●●●@company.com

Personal email●●●●●●●●@gmail.com

Phone+● ●●● ●●● ●●●●

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Ian James currently works at Capital Financial Group, LLC as Ian James - Financial Advisor - Owner at Capital Financial Group, LLC.

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