James M. Adgar

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2413 Webb Ave. Suite E
Alameda, CA 94501
United States

James Adgar is a financial advisor with Zuk Financial Group and is located in Alameda, California. A Registered Representative with LPL Financial, James holds FINRA Series 6, 63 and 65 registrations. He is also licensed with the California Department of Insurance for Life, Disability, Long-Term Care Insurance and Variable Annuities. Through his investment advisory and financial planning practice, James represents a complete spectrum of mutual fund families, annuities and life insurance related programs. As an IAR, James offers both institutionally managed programs to his clients as well as fee based consulting.

James is an enthusiastic financial professional who seeks to establish a strong client partnership and is committed to maintaining the strength of that partnership from generation to generation. James is very conscientious of the unique needs and goals of each of his distinctive clients, and is thorough in analyzing all information necessary to construct a successful financial plan for each one.

James brings years of experience in the financial services field plus a passion for helping clients to everyone he works with. James gets satisfaction from helping clients feel prepared and ready for their retirement.

CA Insurance Lic. #0D81748

Securities offered through LPL Financial, Member FINRA/SIPC Zuk Financial Group and LPL are separate and unrelated companies.