personimage

James R. Simpson

Carrollton Capital Partners, Llc

Financial Planner in Irvine, CA

Address:
2062 Business Center Dr, Ste 230
Irvine, CA 92612
Request a Free Consultation

Is this Your Listing? Claim it Now!

View on Maps

About James R. Simpson

James Simpson is a financial professional at Carrollton Capital Partners, Llc located in Irvine, California. James Simpson holds an industry securities registration subject to FINRA oversight having passed securities examinations including S24, S63, S7 and S79. Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.

Professional Profile

Education and Degrees

No education details are currently available for this financial planner.

Languages

James Simpson provides services to clients in the following language(s):

  • English

Specialties and Skills:

Contact this financial planner directly to learn more about their skills and specialties, since not all may be listed.

  • Financial Planning Services

Industry Specialties

  • No Industry Specialties

Contact Information

Address:

James Simpson
2062 Business Center Dr, Ste 230
Irvine, CA 92612

Phone Number: Click to Show
Website:

Client Reviews

0 Reviews for James R. Simpson

Looking for a financial advisor located near Irvine, California? Browse detailed profiles of financial advisors, certified financial planners, registered investment advisors and wealth managers near Chico, California. Our database includes both commission-based large firms, and fee-only and fee-based independent practices.