Francis J. Claire

DOUBLE EAGLE PARTNERS

Matthews, NC

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CRD#: 1147758

Professional summary

Francis James Claire Jr., who also goes by F James Claire, Francis James Claire Jr, Jim Claire, Francis James Claire, is a registered financial advisor currently at DOUBLE EAGLE PARTNERS, LLC located in Matthews, North Carolina.

Francis is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1986. Francis has worked at 7 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

F James Claire | Francis James Claire Jr | Jim Claire | Francis James Claire

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

James Claire is the Managing Member/General Partner of Seekr Partners, LLLP, a limited partnership set up to facilitate a pooled investment by the LPs into a private equity investment. Clients are not given the opportunity to invest in this security.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Francis James Claire Jr.'s CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

August 26, 2022 - Present

DOUBLE EAGLE PARTNERS, LLC

RIA

CRD#: 321963

Matthews, NC

Past

May 20, 2019 - April 13, 2022

LPL FINANCIAL LLC

CRD#: 6413

FORT MILL, SC

Past

March 22, 2014 - January 12, 2017

MIZUHO SECURITIES USA LLC

CRD#: 19647

NEW YORK, NY

Past

January 1, 2005 - January 19, 2006

GLOBAL ALTERNATIVE INVESTMENT SERVICES, INC.

CRD#: 487

CHARLOTTE, NC

Past

November 15, 1989 - October 17, 1990

PRINTON, KANE GROUP, INC.

CRD#: 23667

Past

January 23, 1989 - May 23, 1989

BERSEC INTERNATIONAL CORPORATION

CRD#: 23530

Past

November 18, 1986 - December 20, 1988

J.P. MORGAN SECURITIES LLC

CRD#: 79

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

New York
(7/29/2024)

IAR

North Carolina
(8/26/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 7/26/2022

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 9/12/2019

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 1/12/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/21/2014

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 9/9/2020

General Securities Principal Examination

Current Firm

DOUBLE EAGLE PARTNERS, LLC

CRD#: 321963 / SEC#:

New York

Registered Investment Advisory firm - (7/29/2024 Approved)

North Carolina

Registered Investment Advisory firm - (8/25/2022 Approved)

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Contact information

Main Address

Matthews, NC

Mailing Address

Phone number

(704) 472-8488

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	132
AUM (Assets Under Management)	$ 26,133,123

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Francis J. Claire

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Francis James Claire Jr.'s CRS (Customer Relationship Summary).

Certified licenses

Experience

LPL FINANCIAL LLC

MIZUHO SECURITIES USA LLC

GLOBAL ALTERNATIVE INVESTMENT SERVICES, INC.

PRINTON, KANE GROUP, INC.

BERSEC INTERNATIONAL CORPORATION

J.P. MORGAN SECURITIES LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 7/26/2022

Series 63

Date: 9/12/2019

SIE

Date: 1/12/2017

Series 7

Date: 3/21/2014

Series 24

Date: 9/9/2020

Current Firm

DOUBLE EAGLE PARTNERS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

DOUBLE EAGLE PARTNERS, LLC

TRUST BUT VERIFY

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