James Anthony Mccollom
Investment adviser representative at Core Advisory Group
16 yearsExperience
2 statesRegistered in
$338.4MFirm assets
4 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
16 years in the industry.
- Core Advisory GroupJul 2021 to now
- LPL Financial LLCJul 2010 to now
- Independent Advisor Alliance, LLCNov 2019 to Jul 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law2000
State registrations
Registered as an investment adviser representative in 2 states (NC, TX).
Core Advisory Group
Legal name: Core Compliance Group, LLC
$338.4MAssets managed
1,163Clients
10Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3018906
- Firm CRD
- 306661