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JT

James C. Thorne

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CRD#: 4425962
JT

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 Christopher Thorne was a registered financial professional .

James is a previously registered financial professional and started their career in finance in 2001. James had worked at 6 firms and has passed the Series 66 and Series 7 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

July 28, 2010 - June 3, 2014

CAPITAL ONE FINANCIAL ADVISORS LLC

RIA
CRD#: 127236
MELVILLE, NY
Past

July 28, 2010 - June 3, 2014

CAPITAL ONE INVESTMENT SERVICES LLC

BD
CRD#: 25658
HOUSTON, TX
Past

July 6, 2005 - July 16, 2010

CHASE INVESTMENT SERVICES CORP.

RIA
CRD#: 25574
HOUSTON, TX
Past

July 6, 2005 - July 16, 2010

CHASE INVESTMENT SERVICES CORP.

BD
CRD#: 25574
HOUSTON, TX
Past

August 13, 2004 - July 6, 2005

BANC ONE SECURITIES CORPORATION

RIA
CRD#: 16999
HOUSTON, TX
Past

August 13, 2004 - July 6, 2005

BANC ONE SECURITIES CORPORATION

BD
CRD#: 16999
CHICAGO, IL
Past

March 23, 2004 - August 12, 2004

CHASE INVESTMENT SERVICES CORP.

RIA
CRD#: 25574
HOUSTON, TX
Past

March 15, 2004 - August 12, 2004

CHASE INVESTMENT SERVICES CORP.

BD
CRD#: 25574
CHICAGO, IL
Past

January 22, 2003 - March 8, 2004

EDWARD JONES

BD
CRD#: 250
ST. LOUIS, MO
Past

February 20, 2002 - February 5, 2003

RBC CAPITAL MARKETS, LLC

RIA
CRD#: 31194
FORT WORTH, TX
Past

August 16, 2001 - February 5, 2003

RBC CAPITAL MARKETS, LLC

BD
CRD#: 31194
NEW YORK, 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: 8/30/2001
Uniform Combined State Law Examination
General Industry/Product Exam

Current Firm


CO
CAPITAL ONE FINANCIAL ADVISORS LLC
CAPITAL ONE FINANCIAL ADVISORS LLC | NORTH FORK FINANCIAL ADVISORS LLC | GREENPOINT FINANCIAL ADVISORS LLC

CRD#: 127236 / SEC#:

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Contact information


Main Address
265 Broadhollow Road, Melville, NY 11747
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


CAPITAL ONE FINANCIAL ADVISORS LLC

CRD#: 127236

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