James Frank Lagace
Investment adviser representative at Spurstone
12 yearsExperience
1 stateRegistered in
$192.1MFirm assets
3 yearsFirm in business
Are you James Frank Lagace? Claim your profile
Contact this firm
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
12 years in the industry.
- SpurstoneNov 2025 to now
- Rightcapital, Inc.Oct 2024 to Nov 2025
- UnemployedFeb 2024 to Sep 2024
- Cetera Advisor NetworksMay 2022 to Jan 2024
- Cwm, LLCMay 2022 to Jan 2024
- Royal Alliance Associates, Inc.Jul 2021 to May 2022
- Karn, Couzens & Associates, Inc.Apr 2021 to May 2022
- Fournier Legal Services, LLCSep 2019 to Apr 2021
- Quinnipiac UniversitySep 2018 to Jan 2021
- Self-employedJan 2018 to Jan 2020
- Fire At the Ridge RestaurantOct 2017 to Mar 2018
- Middlesex Community CollegeSep 2016 to May 2018
- Illiano's Ristorante & PizzeriaSep 2014 to Oct 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (CT).
Spurstone
Legal name: Spurstone Advisory Services, LLC
$192.1MAssets managed
163Clients
4Advisers
3 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
- 7367351
- Firm CRD
- 284158