Advisor at Cairn Investor Services
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
Cairn Investor Services
Location
Myrtle Beach, SC
Credentials
CFP®, Series 63, Series 65
Industry experience
18 years
James Vassas is a CFP® with 18 years of industry experience, currently serving as the sole advisor at Cairn Investor Services. He has been with Cairn Investor Services since 2016. In addition to his advisory role, he is involved in the sale of fixed life, annuity, and health insurance products. Cairn Investor Services is an independent, state-registered advisory firm that primarily serves individual clients over age 40, as well as some corporations, partnerships, and trustees. The firm offers discretionary investment management, financial planning, hourly advisory engagements, and a subscription-based advisory service that integrates various non-investment professionals and software, combining fundamental and technical analysis in its managed portfolios.
Commissions earned from sale of insurance products such as life and health insurance
Myrtle Beach, SC
California · New Jersey · South Carolina
Cairn Investor Services
2023 - Present (3 years)
Cairn Investor Services
2016 - 2023 (7 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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.
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.
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