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James C. Pearce

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CRD#: 1206325
JP

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

James Clinton Pearce was a registered financial advisor .

James is a previously registered financial advisor and started their career in finance in 1983. James had worked at 14 firms and has passed the Series 65, Series 63, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

February 6, 2012 - December 7, 2012

HERMES ECONOMETRICS

RIA
CRD#: 113643
NOVATO, CA
Past

January 17, 2008 - January 11, 2012

TRUIST INVESTMENT SERVICES, INC.

RIA
CRD#: 17499
STERLING, VA
Past

January 16, 2008 - January 11, 2012

TRUIST INVESTMENT SERVICES, INC.

BD
CRD#: 17499
STERLING, VA
Past

January 11, 2007 - January 14, 2008

FIRST HORIZON ADVISORS, INC.

RIA
CRD#: 17117
FAIRFAX, VA
Past

November 30, 2006 - January 14, 2008

FIRST HORIZON ADVISORS, INC.

BD
CRD#: 17117
FAIRFAX, VA
Past

September 9, 2005 - October 13, 2006

PURSHE KAPLAN STERLING INVESTMENTS

BD
CRD#: 35747
LANSDOWNE, VA
Past

July 19, 2004 - September 14, 2005

CETERA WEALTH SERVICES, LLC

BD
CRD#: 13572
EL SEGUNDO, CA
Past

October 9, 1995 - June 30, 2004

SECU BROKERAGE SERVICES

BD
CRD#: 19899
RALEIGH, NC
Past

June 20, 1994 - August 1, 1995

SUNPOINT SECURITIES, INC.

BD
CRD#: 25442
LONGVIEW, TX
Past

January 10, 1994 - June 21, 1994

ENERIC FINANCIAL SERVICES, INC.

BD
CRD#: 11761
FAIRFIELD, IA
Past

July 30, 1993 - March 4, 1994

U.S. SECURITIES CORPORATION OF WASHINGTON, DC

BD
CRD#: 25231
Past

March 19, 1993 - July 27, 1993

INDEPENDENT FINANCIAL SECURITIES, INC.

BD
CRD#: 19924
Past

April 7, 1992 - August 25, 1992

BANC OF AMERICA INVESTMENT SERVICES, INC.

BD
CRD#: 16361
BOSTON, MA
Past

January 1, 1992 - April 6, 1992

BANC OF AMERICA SECURITIES LLC

BD
CRD#: 26091
NEW YORK, NY
Past

August 18, 1988 - January 1, 1992

SOVRAN INVESTMENT CORPORATION

BD
CRD#: 16441
Past

November 23, 1983 - July 28, 1988

FIRST UNION CAPITAL MARKETS CORP.

BD
CRD#: 6124

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 9/20/1999
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


HE
HERMES ECONOMETRICS
HERMES ECONOMETRICS | MAIA LAURA MCGEHEE

CRD#: 113643 / SEC#: 801-60403

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Contact information


Main Address
1615 Hill Road Suite 21, Novato, CA 94947-4304
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

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.

Company Information


HERMES ECONOMETRICS

CRD#: 113643

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