James Alan Strauch
Investment adviser representative at LPL Financial LLC
27 yearsExperience
2 statesRegistered in
$819.1BFirm assets
51 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
- Seminars and workshops
Experience
27 years in the industry.
- LPL Financial LLCJul 2021 to now
- Maia Coffee Roasting LLCMar 2021 to Jul 2021
- Strauch Properties, LLCOct 2019 to Jul 2021
- Over and Strauch Team IncApr 2013 to Jul 2021
- Over & Strauch IncApr 2013 to Jan 2018
- Dearborn Water Control DistrictAug 2011 to Nov 2019
- Various Insurance Carriers for W&r Insurance AgenciesAug 2010 to Jul 2021
- Waddell & Reed, Inc.Mar 2010 to Jul 2021
- Strauch Investments LLCJan 1994 to Jul 2021
Exams passed
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 2 states (OR, TX).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 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
- 5768111
- Firm CRD
- 6413