James Adgar

My clients come to me with needs as diverse as they are. They have competing financial priorities and lead busy lives. Some have been investing for a while and some need assistance in knowing where to start. I even have a few that didn't think they were ready or needed a financial professional. Here at our practice our process is centered on you. We strive to help you build a financial strategy that builds on your strengths and addresses your main areas of concern. Representative is registered with and offers only securities and advisory services through PlanMember Securities Corporation (PSEC), a registered broker/dealer, investment advisor, and member FINRA/SIPC. 6187 Carpinteria Ave, Carpinteria, CA. PlanMember is not responsible or liable for ancillary products or services offered by this representative. CA Insurance License #0D81748