James Flaherty
Financial Advisor at
Wells Fargo Advisors
Years of Experience
14 years
Average Client Size
$260,000
Member Since
2024
Allow Me to Introduce Myself
One thing I want my clients to know about me is...
I believe that financial advice is personal; I’m here to listen first, then guide you based on what truly matters to you
Clientele
Services Provided
Investment Management
Retirement Planning
Business Retirement Solutions
Insurance
Specialties and Expertise
Credentials and Designations
Chartered Retirement Planning Counselor®
Click to learn more
Pricing Models
Education
King's College
2008
Obtained in 2008
Previous Work Experience
Wachovia Bank
Banker
- Present
Wells Fargo Bank
Branch Manager
- Present
Wells Fargo Bank
Senior Premier Banker
- Present
Advisor Links
Disclosures and Proof of License
Advisor Disclosure
Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.
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Investment and Insurance Products are:
- Not Insured by the FDIC or Any Federal Government Agency
- Not a Deposit or Other Obligation of, or Guaranteed by, the Bank of Any Bank Affiliate
- Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested