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JC

James A. Campone

LPL FINANCIAL LLC
Binghamton, NY 13901
Some features on this profile are disabled
CRD#: 1890816
JC

Professional summary

James Anthony Campone JR, who also goes by James Anthony Campone Jr, is a registered financial professional currently at LPL FINANCIAL LLC located in Binghamton, New York and VISIONS ANALYSIS LLC located in Endicott, New York.

James is registered as a RR (Registered Representative) and started their career in finance in 1989. James has worked at 11 firms and has passed the Series 63, Series 82TO, SIE, Series 7, Series 6, Series 24 and Series 26 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

James Anthony Campone Jr

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) - BD

Click below to view James Anthony Campone 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

May 16, 2023 - Present

LPL FINANCIAL LLC

Office #1: 1 Kattelville Road, Binghamton, NY 13901
RIA
BD
CRD#: 6413
Binghamton, NY
Current

April 4, 2024 - Present

VISIONS ANALYSIS LLC

Office #1: 24 Mckinley Avenue, Endicott, NY 13760Office #2: 24 Mckinley Avenue, Endicott, NY 13760
BD
CRD#: 286678
Endicott, NY
Past

November 26, 2018 - June 27, 2022

SORRENTO PACIFIC FINANCIAL, LLC

BD
CRD#: 127787
SAN DIEGO, CA
Past

March 23, 2018 - March 20, 2023

CUSO FINANCIAL SERVICES, L.P.

BD
CRD#: 42132
RALEIGH, NC
Past

August 1, 2002 - May 18, 2017

LPL FINANCIAL LLC

BD
CRD#: 6413
SARATOGA SPRINGS, NY
Past

June 11, 2001 - August 1, 2002

PRIME CAPITAL SERVICES, INC.

BD
CRD#: 18334
POUGHKEEPSIE, NY
Past

December 4, 2000 - June 12, 2001

GBS RETIREMENT SERVICES, INC.

BD
CRD#: 34889
ROLLING MEADOWS, IL
Past

January 2, 1998 - November 21, 2000

CLINTON AND HAMILTON, INC.

BD
CRD#: 42605
COBLESKILL, NY
Past

March 11, 1993 - March 17, 1998

CADARET, GRANT & CO., INC.

BD
CRD#: 10641
SYRACUSE, NY
Past

May 13, 1991 - December 18, 1992

1717 CAPITAL MANAGEMENT COMPANY

BD
CRD#: 4082
NEWARK, DE
Past

January 12, 1989 - March 31, 1989

METROPOLITAN LIFE INSURANCE COMPANY

BD
CRD#: 4095
Past

January 12, 1989 - March 31, 1989

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251

State Registrations and Notice Filings

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

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
New York
(5/16/2023)

Exams

State Security Law Exam
RR
Series 63
Date: 5/10/1991
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 82TO
Date: 5/16/2023
Limited Representative-Private Securities Offerings
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 6/4/2002
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 5/10/1991
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 10/9/2002
General Securities Principal Examination
Principal/Supervisory Exam
RR
Series 26
Date: 9/29/1997
Investment Company Products/Variable Contracts Principal Examination
SRO Registrations
RR
FINRA

Current Firm

VA
VISIONS ANALYSIS LLC
VISIONS ANALYSIS LLC

CRD#: 286678 / SEC#: , 8-69898

BD
Broker-Dealer Firm Regulated by FINRA (Woodbridge district office)
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Contact information

Main Address
24 Mckinley Avenue, Endicott, NY 13760
Mailing Address
24 Mckinley Avenue, Endicott, NY 13760
Phone number
(845) 489-3883
Established
New York since 12/22/2015
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (2 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Direct owners and executive officers

NamePositionCRD#
VISIONS FEDERAL CREDIT UNIONOWNER
BENDER, STEVEN CHRISTOPHERPFO, POO2650187
BENDER, STEVEN CHRISTOPHERFINOP2650187
THATCHER, JEFFREY GLENNCEO, CCO, MANAGING DIRECTOR1951368

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

VISIONS ANALYSIS LLC

CRD#: 286678Binghamton, NY 13901

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