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James Adam Bear

LPl Financial LLC

Fort Mill, SC

Charlotte, NC

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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2016-10-19
  • SC RA
    APPROVED
    Since 2016-10-19

Branch Locations

1055 Lpl Way, Fort Mill, SC 29715 • United States

Charlotte, NC • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Unemployed Charlotte NC 02/2016 07/2016
Randstad Charlotte NC 08/2016 10/2016
Lpl Financial, Llc Fort Mill SC 10/2016 Present
  • 02/2016 → 07/2016
    Unemployed
    Charlotte, NC
  • 08/2016 → 10/2016
    Randstad
    Charlotte, NC
  • 10/2016 → Present
    Lpl Financial, Llc
    Fort Mill, SC
Previous Registrations
  • 2012-09-21 → 2015-11-30
    Certus Investment Advisors, Llc
    Charlotte, NC
  • 2010-11-23 → 2011-10-04
    Scott & Stringfellow, Llc
    Charlotte, NC
  • 2010-08-30 → 2010-09-09
    Cetera Investment Services Llc
    Charlotte, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-08-26
S63 Uniform Securities Agent State Law Examination 2000-03-13
  • S66 Uniform Combined State Law Examination
    2010-08-26
  • S63 Uniform Securities Agent State Law Examination
    2000-03-13
Other Names
  • Adam Bear
  • James Adam Bear
  • James Adam Bear

View on SEC IAPD

Other Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
BELLEAIR WEALTH MANAGEMENT, LLC
WEALTHCARE ADVISORY PARTNERS LLC
INSIGHT SECURITIES, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
EDWARD JONES
SCHWAB WEALTH ADVISORY, INC.
PFS INVESTMENTS INC.

Other Investors

ALPESH JITENDRA PATEL
Tamrah Jennifer Bordini
MATTHEW N WALLEN
RAMIRO IGNACIO PARES
NILDA MELGAREJO DE BOYRIE
STEVEN Samuel SHANEYFELT
Katie Wineski Riegel
Christopher Wayne McAlister

Other Offices

STATE FARM INVESTMENT MANAGEMENT CORP. · Fort Mill, SC
BELLEAIR WEALTH MANAGEMENT, LLC · Fort Mill, SC
WEALTHCARE ADVISORY PARTNERS LLC · Fort Mill, SC
INSIGHT SECURITIES, INC. · Fort Mill, SC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Fort Mill, SC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Ft Mill, SC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Ft Mill, SC
EDWARD JONES · FORT MILL, SC

More in Fort Mill, SC

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