James A. Clary, Clu, Chfc, Msm

James A. Clary, Clu, Chfc, Msm Email and Phone Number

Guiding Lives through Today's Financial Challenges @ Financial Planner
Broomall, PA, US
James A. Clary, Clu, Chfc, Msm's Location
Broomall, Pennsylvania, United States, United States
James A. Clary, Clu, Chfc, Msm's Contact Details

James A. Clary, Clu, Chfc, Msm work email

James A. Clary, Clu, Chfc, Msm personal email

James A. Clary, Clu, Chfc, Msm phone numbers

About James A. Clary, Clu, Chfc, Msm

I am a 30+ year veteran of the financial services industry who believes and focuses on the critical role financial advisors make in the lives of their clients. In order to provide the best service for my clients, I bring an independent, open-architechure platform that can be customized to their personal and business needs. I am dedicated to improving the financial literacy of my clients and members of the community I serve. I have lived my entire life in the Greater Philadelphia area, as did my parents and grandparents before me. I am a Christian, husband, father, grandfather, son, brother and friend.

James A. Clary, Clu, Chfc, Msm's Current Company Details
Financial Planner

Financial Planner

View
Guiding Lives through Today's Financial Challenges
Broomall, PA, US
Website:
investwithdvsuresh.com
Employees:
172
James A. Clary, Clu, Chfc, Msm Work Experience Details
  • Financial Planner
    Financial Planner
    Broomall, Pa, Us
    View
  • Financial Planner
    Narrow Path Financial Group
    Financial Planner Nov 2019 - Present
    Guiding Lives Through Today's Financial ChallengesSecurities and investment advisory services offered through Osaic FA, Inc., member FINRA/SIPC. Osaic FA is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic FA. CRN-4794858-061722
    View
  • Evolution Financial Group Charitable Foundation, Inc.
    President
    Evolution Financial Group Charitable Foundation, Inc. Oct 2013 - Present
    "Evolution Financial Group Charitable Foundation-opening opportunities for a better community."OUR MISSION - To fulfill our responsibility of giving back to the communities in which we serve.ABOUT - The Evolution Financial Group Charitable Foundation was established in 2014 to engage and aid the local community. It is our privilege to return service to Delaware County and it's surrounding areas.
  • Equity Services, Inc.
    Investment Advisor Representative
    Equity Services, Inc. Jul 2019 - Nov 2019
    Montpelier, Vermont, Us
    James A. Clary is a Registered Representative and Investment Adviser Representative of Equity Services, Inc., Securities and Investment Advisory Services are offered solely by Equity Services, Inc., Member FINRA/SIPC, Rose Tree Corporate Center I, 1400 N Providence Road, Suite 117, Media, PA 19063 (610) 891-9700 James A. Clary is licensed to sell securities in Pennsylvania. He is also insurance licensed in Pennsylvania. TC79403(0414) P
    View
  • Evolution Financial Group
    Managing Partner
    Evolution Financial Group Oct 2013 - Jun 2019
    James A. Clary is a Registered Representative and Investment Adviser Representative of Equity Services, Inc., Securities and Investment Advisory Services are offered solely by Equity Services, Inc., Member FINRA/SIPC, Rose Tree Corporate Center I, 1400 N Providence Road, Suite 117, Media, PA 19063 (610) 891-9700 KeyAdvisors is independent of Equity Services, Inc.James A. Clary is licensed to sell securities in Pennsylvania. He is also insurance licensed in Pennsylvania. TC79403(0414) P
    View
  • National Life Group
    Vice President, Regional Development Officer
    National Life Group Jul 2008 - Sep 2013
    Montpelier, Vt, Us
    Responsible for the growth, development and profitability of agencies.Responsible for the recruiting, selection, training and development of our field sales leadership.James A. Clary is a Registered Representative and Investment Advisor Representative of Equity Services, Inc., Member FINRA/SIPC, Broker/Dealer and Registered Investment Adviser affiliate of National Life Insurance Company (NLIC), One National Life Drive, Montpelier VT 05604 (802) 344-7437 National Life Group is a trade name of NLIC and its affiliates.An “endorsement” of this individual is not a referral of him for investment advisory services.
    View
  • Narrow Path Financial Group
    Managing Partner
    Narrow Path Financial Group Feb 2008 - Jun 2008
    I help clients develop their personal VISION, offer the financial WISDOM to achieve their goals, and provide the COURAGE needed along the path of life.
  • Independence Financial Associates, An Agency Of Penn Mutual
    Managing Director
    Independence Financial Associates, An Agency Of Penn Mutual Aug 2006 - Jan 2008
    Co-General Agent of Penn Mutual's Home Office AgencySupervisory Principal of the OSJ for Hornor, Townsend & Kent, Inc.
  • Penn Mutual
    Sr. Vice President
    Penn Mutual Oct 1987 - Jan 2008
    Horsham, Pa, Us
    Distribution Strategy Development & ImplementationSales OperationsCOO of Hornor, Townsend & Kent, Inc.
    View
  • American International Group
    Group Controller
    American International Group Jan 1987 - Oct 1987
    New York, Ny, Us
    Lead the Financial Operations for the Group Management Division that operated in over 30 companies in over 80 countries of AIG.
    View
  • Philadelphia Life Insurance Company
    Various Financial Positions
    Philadelphia Life Insurance Company Jan 1981 - Dec 1986
    Treasury Operations, Accounting Operations and Internal Audit in Philadelphia, Houston and Dallas.

James A. Clary, Clu, Chfc, Msm Skills

Insurance Life Insurance Fixed Annuities Recruiting Management Disability Insurance Retirement Securities Strategy Series 7 Financial Services Training Risk Management Financial Advisory Series 63 Employee Benefits Alternative Investments Iras

James A. Clary, Clu, Chfc, Msm Education Details

  • The American College Of Financial Services
    The American College Of Financial Services
    Management & Leadership
  • Villanova University
    Villanova University
    Accounting

Frequently Asked Questions about James A. Clary, Clu, Chfc, Msm

What company does James A. Clary, Clu, Chfc, Msm work for?

James A. Clary, Clu, Chfc, Msm works for Financial Planner

What is James A. Clary, Clu, Chfc, Msm's role at the current company?

James A. Clary, Clu, Chfc, Msm's current role is Guiding Lives through Today's Financial Challenges.

What is James A. Clary, Clu, Chfc, Msm's email address?

James A. Clary, Clu, Chfc, Msm's email address is jc****@****aol.com

What is James A. Clary, Clu, Chfc, Msm's direct phone number?

James A. Clary, Clu, Chfc, Msm's direct phone number is +161025*****

What schools did James A. Clary, Clu, Chfc, Msm attend?

James A. Clary, Clu, Chfc, Msm attended The American College Of Financial Services, Villanova University.

What are some of James A. Clary, Clu, Chfc, Msm's interests?

James A. Clary, Clu, Chfc, Msm has interest in Politics, Children, Education, Economic Empowerment.

What skills is James A. Clary, Clu, Chfc, Msm known for?

James A. Clary, Clu, Chfc, Msm has skills like Insurance, Life Insurance, Fixed Annuities, Recruiting, Management, Disability Insurance, Retirement, Securities, Strategy, Series 7, Financial Services, Training.

Who are James A. Clary, Clu, Chfc, Msm's colleagues?

James A. Clary, Clu, Chfc, Msm's colleagues are Steven Hudson, Kwok Yongchai, Saumil Desai, Nishank Kudmethe, Lyfe App, John Yerkes, Praveen Jaju.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.