james malsom

branch manager - financial advisor

About

For more than two decades, I've helped clients address their financial concerns and develop sound strategies by focusing on each individual's specific needs. I work with high net worth individuals, families, and businesses to provide integrated wealth management and planning services. I earned my degree in Business Administration and hold the Series 3, 7, 9, 10, 63, and 66 registrations. My wife and I have 3 children, reside in Aberdeen, and are active in our kid's schools and sports activities. --Opinions and comments expressed by LinkedIn Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm. --This information is intended for use only by residents of AZ, CA, CO, FL, IN, MI, MN, MO, MT, ND, NM, NV, SD, TX, UT, VA, WA, and WY only. --Insurance Agent

Country

united states

City

aberdeen

Industry

financial services

Skill

retirement planning, mutual funds, financial advisory, investments, insurance, stocks, municipal bonds, fixed income strategies, financial analysis, retirement savings, 401k rollovers, 401k

Experience

investment broker

investment centers of america

1992-6 - 1994-6 · 2 yrs 1 mo

branch manager - financial advisor

wells fargo advisors

1994-6 - Present · 32 yrs 4 mos

I do more than provide investment advice to the average investor. As a Financial Advisor, First Vice President - Investments, and Branch Manager, I guide a team of professionals who provide customized wealth management services to a variety of clients. For more than two decades, clients have sought my team's experience and thoughtful insight. We are energized, educated, and informed. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC