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@thefinitygroup.com
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1 phone found area 503
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LinkedIn matched
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James Fox is listed as Financial Advisor at Finity Group, LLC ®, a with 46 employees, based in Portland, Oregon, United States. AeroLeads shows a work email signal at thefinitygroup.com, phone signal with area code 503, and a matched LinkedIn profile for James Fox.
James Fox previously worked as Financial Advisor at North Star Resource Group. James Fox holds Business Administration, Finance from Oregon State University.
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AeroLeads found 1 current-domain work email signal for James Fox. Compare company email patterns before reaching out.
James Fox is an independent financial advisor with Finity Group, an independently owned financial services firm. James has developed a national practice specializing in helping medical professionals, engineers and other select groups with their unique financial needs by partnering with two of Finity Group’s leading senior advisors, Michael Merrill, ChFC, CLU, and Anders Ramstad, ChFC, CLU. James strives to create value for his clients by taking them through an exploration and education process that has the primary goal of developing a roadmap to meet any financial goal. His objective for his clients from day one is focusing on short and long-term strategies, while providing a holistic view of their specific financial situation. James is able to provide unbiased access to a wide range of financial products and services. His areas of specialty include but are not limited to: Retirement Planning & Projections, Debt Management Strategies, Insurance Strategies, Investment Planning, and Estate Planning.Specialties: Retirement Planning & Projections, Debt Management Strategies, Insurance Strategies, Investment Planning, and Estate Planning.
Listed skills include Insurance, Financial Analysis, Personal Finance, Retirement Planning, and 2 others.
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Portland, Oregon
*Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Finity Group, LLC and Cambridge are not affiliated.http://www.FINRA.orghttp://www.SIPC.org
Other employees you can reach at thefinitygroup.com. View company contacts for 46 employees →
Cole Kimball, Cfa
Colleague at Finity Group, Llc ®Portland, Oregon, United States
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Anders Ramstad, Cfp®
Colleague at Finity Group, Llc ®Portland, Oregon, United States
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CJ
Corey Janoff, Cfp®
Colleague at Finity Group, Llc ®Portland, Oregon, United States
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Jacob (Japie) Steyn, Csric™, Aif®
Colleague at Finity Group, Llc ®Portland, Oregon, United States
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John Neri, Cfp®, Aif®
Colleague at Finity Group, Llc ®Prosper, Texas, United States
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Michael Merrill, Cfp®, Chfc®, Clu®
Colleague at Finity Group, Llc ®Portland, Oregon, United States
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Derek Melvin
Colleague at Finity Group, Llc ®Portland, Oregon, United States
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JP
Jeff Pratt, Cfp®, Crc®
Colleague at Finity Group, Llc ®Portland, Oregon, United States
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Sam Bondar
Colleague at Finity Group, Llc ®Vancouver, Washington, United States
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Amanda Doyle Shrm-Cp
Colleague at Finity Group, Llc ®Portland, Oregon, United States
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Quick answers generated from the profile data available on this page.
James Fox works for Finity Group, LLC ®.
James Fox is listed as Financial Advisor at Finity Group, LLC ®.
AeroLeads has found 1 work email signal at @thefinitygroup.com for James Fox at Finity Group, LLC ®.
AeroLeads has found 1 phone signal(s) with area code 503 for James Fox at Finity Group, LLC ®.
James Fox is based in Portland, Oregon, United States while working with Finity Group, LLC ®.
James Fox has worked for Finity Group, Llc ® and North Star Resource Group.
James Fox's colleagues at Finity Group, LLC ® include Cole Kimball, Cfa, Anders Ramstad, Cfp®, Corey Janoff, Cfp®, Jacob (Japie) Steyn, Csric™, Aif®, and John Neri, Cfp®, Aif®.
You can use AeroLeads to view verified contact signals for James Fox at Finity Group, LLC ®, including work email, phone, and LinkedIn data when available.
James Fox holds Business Administration, Finance from Oregon State University.
James Fox is listed with skills including Insurance, Financial Analysis, Personal Finance, Retirement Planning, Financial Planning, and Strategic Financial Planning.
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