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James L Southern

PACIFIC LAKE PARTNERS, LLC·BOSTON, Massachusetts
Unclaimed Profile
800 BOYLSTON STREET, BOSTON, MA 02199CRD# 6045582Firm CRD# 160377
01

About

James L Southern is a registered financial advisor based in BOSTON, Massachusetts, affiliated with PACIFIC LAKE PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
PACIFIC LAKE PARTNERS, LLC
PACIFIC LAKE PARTNERS, LLC
AUM
$1.6B
Regulatory assets under management
Employees
25
Total firm employees
View all advisors at PACIFIC LAKE PARTNERS, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 6045582
Firm CRD# 160377
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does James L Southern offer?
James L Southern specializes in Retirement Planning. Contact their office in BOSTON, Massachusetts for a consultation.
What are James L Southern's credentials?
James L Southern is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James L Southern located?
James L Southern is based in BOSTON, Massachusetts, working with PACIFIC LAKE PARTNERS, LLC. Their office serves clients in the BOSTON metropolitan area and surrounding communities.
How does James L Southern charge for services?
James L Southern's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PACIFIC LAKE PARTNERS, LLC?
PACIFIC LAKE PARTNERS, LLC has approximately 25 employees and manages $1.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at PACIFIC LAKE PARTNERS, LLC

Christopher Scott Herrmann
BOSTON, MA
Lindsey Marshall Gray
BOSTON, MA
Robert William Morgan Ii
BOSTON, MA
Thomas Coleman Andrews
BOSTON, MA

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Research
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