James Cameron Branch Currier

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2015 → 10/2016
  Lincoln Financial Advisors Corporation
  Syracuse, NY
• 10/2016 → 06/2017
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 08/2017 → 01/2021
  The Ayco Company, L.P./Mercer Allied
  Latham, NY
• 01/2021 → 07/2021
  Goldman Sachs & Co. Llc
  Cohoes, NY
• 07/2021 → 01/2024
  Affinity Bst Advisors, Llc
  Albany, NY
• 08/2021 → 01/2024
  Massmutual Life Insurance Co.
  Latham, NY
• 01/2024 → Present
  Lpl Financial Llc
  Syracuse, NY

Previous Registrations

• 2021-07-28 → 2024-02-06
  The Affinity Group, Llc
  Albany, NY
• 2021-07-21 → 2021-08-03
  Goldman Sachs Wealth Services, L.P.
  Cohoes, NY

Other Businesses

1. 06/11/2024 - Dusckas Advisory Group - Inv Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started: 1/16/2024 - 2080 Hrs/Mth - 2080 Hrs During Trading. 2) 10/01/2025 - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date:09/17/2025 - 1 Hrs/Mth - 0 Hrs During Trading.

Exams

• S66 Uniform Combined State Law Examination
  2024-03-22
• S63 Uniform Securities Agent State Law Examination
  2017-01-21

Other Names

• James Cameron Branch Currier
• James Currier
• James C B Currier