JI
James A. Irwin
NORTHSTAR CAPITAL ADVISORS LLC
Charlotte, NC
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CRD#: 5666044
JI
Professional summary
James Andrew Irwin is a registered financial advisor currently at NORTHSTAR CAPITAL ADVISORS LLC located in Charlotte, North Carolina.
James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. James has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
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.
UNIVERSITY OF ALABAMA. NON-INVESTMENT RELATED. 514 UNIVERSITY BLVD., TUSCALOOSA, AL 35487-0324. 40 HOURS A WEEK (ASSISTANT PROFESSOR)
CRS (Client Relationship Summary) - RIA
Click below to view James Andrew Irwin'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®
NoneExperience
Current
June 4, 2009 - Present
NORTHSTAR CAPITAL ADVISORS LLC
RIA
CRD#: 150004
Charlotte, NC
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
Alabama(9/1/2010)
IAR
North Carolina(6/4/2009)
Current Firm
NORTHSTAR CAPITAL ADVISORS LLC
HER FRESH START | UNIVERSITYFI | NORTHSTAR CAPITAL ADVISORS, LLC | NORTHSTAR CAPITAL ADVISORS LLC | NAME 909
CRD#: 150004 / SEC#:
Alabama
Registered Investment Advisory firm - (10/14/2009 Approved)North Carolina
Registered Investment Advisory firm - (6/4/2009 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Charlotte, NC
Mailing Address
521 East Blvd, Charlotte, NC 28203
Phone number
(704) 350-5028
Established
Firm type
Fiscal year end
# of Employees
2
Regulatory assets under management
| Total Number of Accounts | 138 |
| AUM (Assets Under Management) | $ 42,405,936 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
