Advisor at Private Advisor Group, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Private Advisor Group, LLC
Location
Albertville, AL 35950
Credentials
Series 63, Series 65
Industry experience
18 years
James Gore is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and 18 years of industry experience. His career includes roles at MetLife Securities Inc., Massachusetts Mutual Life Insurance Company, Mass Mutual Investors Services, and LPL Financial. Gore is based in Albertville, Alabama. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering discretionary and non-discretionary portfolio management along with financial planning and access to third-party asset management programs.
Based on Private Advisor Group, LLC
Registrant can agree to charge a flat fee for specific services or periods, negotiated with clients.
Negotiable up to 2.00% annually
Certain IARs are registered representatives of LPL and may receive commissions on securities or insurance products sold; commissions vary.
Financial planning and consulting fees generally range from $150 to $400 per hour, negotiable.
Minimum fee: Registrant generally does not require an annual minimum fee or asset level for investment advisory services but can set an annual minimum fee or lesser fee at its discretion. Fee-only: Financial planning and consulting fees negotiable on a fixed fee basis or hourly rate basis, generally ranging from $150 to $400 per hour.
112 Sand Mountain Dr
Albertville, AL 35950
Alabama · Texas
Private Advisor Group, LLC
2017 - Present (9 years)
LPL Financial
2017 - Present (9 years)
Mass Mutual Investors Services
2017 - 2017 (1 year)
Massachusetts Mutual Life Insurance Company
2016 - 2017 (1 year)
MetLife Securities Inc
2007 - 2017 (10 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
CFP®, PFS™, Series 63
Guntersville, AL
Gateway Wealth Management, LLC
Series 63, Series 65
Guntersville, AL
Eden Financial
Series 66
Guntersville, AL
Steward Partners Investment Advisory, LLC
Series 63, Series 65
Albertville, AL
Private Advisor Group, LLC
Series 63, Series 66
Guntersville, AL
TLG Advisors, INC.
Series 66
Albertville, AL
Private Advisor Group, LLC
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