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JC

James K. Couture

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CRD#: 4406284
JC

Professional summary


James Kenneth Couture was barred by both the FINRA and the SEC from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

James is a previously registered financial professional and started their career in finance in 2001. Prior to being barred, James had worked at 5 firms, which includes PRIVATE WEALTH MANAGEMENT GROUP LLC, LPL FINANCIAL LLC, OSAIC FS INC., NEW ENGLAND SECURITIES, MORGAN STANLEY DW INC..

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

January 21, 2012 - October 11, 2016

PRIVATE WEALTH MANAGEMENT GROUP LLC

RIA
CRD#: 159826
WORCESTER, MA
Past

March 12, 2009 - July 16, 2020

LPL FINANCIAL LLC

RIA
CRD#: 6413
WORCESTER, MA
Past

February 27, 2009 - July 16, 2020

LPL FINANCIAL LLC

BD
CRD#: 6413
WORCESTER, MA
Past

February 21, 2006 - February 27, 2009

OSAIC FS, INC.

RIA
CRD#: 3870
WORCESTER, MA
Past

February 1, 2006 - February 27, 2009

OSAIC FS, INC.

BD
CRD#: 3870
WORCESTER, MA
Past

August 7, 2002 - March 1, 2006

NEW ENGLAND SECURITIES

BD
CRD#: 615
NEW YORK, NY
Past

July 27, 2001 - July 26, 2002

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, NY

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
RR
IAR
Series 66
Date: 8/17/2001
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 31
Date: 8/6/2001
Futures Managed Funds Examination
General Industry/Product Exam

Current Firm


PW
PRIVATE WEALTH MANAGEMENT GROUP LLC
PRIVATE WEALTH MANAGEMENT GROUP LLC | THE PRIVATE WEALTH MANAGEMENT GROUP, LLC

CRD#: 159826 / SEC#:

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Contact information


Main Address
11 Foster Street, #200, Worcester, MA 01608
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


PRIVATE WEALTH MANAGEMENT GROUP LLC

CRD#: 159826

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