James R. Cable

AMERICAN FINANCIAL ADVISORS

Incline Village, NV

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CRD#: 5615824

Professional summary

James Robert Cable, who also goes by Jim Robert Cable, is a registered financial advisor currently at AMERICAN FINANCIAL ADVISORS INC located in Incline Village, Nevada.

James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. James has worked at 3 firms and has passed the Series 65, Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jim Robert Cable

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) - RIA

Click below to view James Robert Cable's CRS (Customer Relationship Summary).

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

October 22, 2014 - Present

AMERICAN FINANCIAL ADVISORS INC

RIA

CRD#: 108530

Incline Village, NV

Past

February 7, 2012 - October 21, 2014

COASTWISE CAPITAL GROUP, LLC

RIA

CRD#: 139564

LA JOLLA, CA

Past

April 12, 2010 - February 6, 2012

WESTERN INTERNATIONAL SECURITIES, INC.

RIA

CRD#: 39262

PASADENA, CA

Past

December 9, 2008 - February 6, 2012

WESTERN INTERNATIONAL SECURITIES, INC.

CRD#: 39262

PASADENA, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

AMERICAN FINANCIAL ADVISORS INC

CRD#: 108530 / SEC#: 801-56857

RIA

Registered Investment Advisory firm - (9/27/1999 Approved)

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

California
(10/22/2014)

IAR

Nevada
(4/19/2018)

IAR

Texas
(10/22/2014)

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 65

Date: 6/14/2013

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 12/23/2008

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 12/8/2008

General Securities Representative Examination

Current Firm

AMERICAN FINANCIAL ADVISORS INC

CRD#: 108530 / SEC#: 801-56857

RIA

Registered Investment Advisory firm - (9/27/1999 Approved)

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Contact information

Main Address

1031 W Morse Blvd. Ste. 110, Winter Park, FL 32789

Mailing Address

501 N Orlando Ave. Ste. 313-169, Winter Park, FL 32789

Phone number

(407) 207-9006

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (32 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV 2A (2/10/2026)

Regulatory assets under management

Total Number of Accounts	1,765
AUM (Assets Under Management)	$ 1,279,425,880

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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James R. Cable

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James Robert Cable's CRS (Customer Relationship Summary).

Certified licenses

Experience

AMERICAN FINANCIAL ADVISORS INC

COASTWISE CAPITAL GROUP, LLC

WESTERN INTERNATIONAL SECURITIES, INC.

WESTERN INTERNATIONAL SECURITIES, INC.

Primary Firm SEC Registration

AMERICAN FINANCIAL ADVISORS INC

State Registrations and Notice Filings

Exams

Series 65

Date: 6/14/2013

Series 66

Date: 12/23/2008

Series 7

Date: 12/8/2008

Current Firm

AMERICAN FINANCIAL ADVISORS INC

Contact information

SEC notice filing (32 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

AMERICAN FINANCIAL ADVISORS INC

TRUST BUT VERIFY

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