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James R Mccall

IPSWICH INVESTMENT MANAGEMENT COMPANY, INC.·IPSWICH, Massachusetts
Series 7, Series 65Clean record21 years registeredIPSWICH INVESTMENT MANAGEMENT COMPANY, INC.
53 S. MAIN STREET, IPSWICH, MA 01938-2321CRD# 2557718Firm CRD# 106625

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
James R Mccall · IPSWICH, MA
Registration
CRD #2557718 · IPSWICH INVESTMENT MANAGEMENT COMPANY, INC. · 21 years registered
Brand Profile
Not yet started
01

Career History

IPSWICH INVESTMENT MANAGEMENT COMPANY, INC
Apr 2013 – present
LIGHTHOUSE ASSET MANAGEMENT
Apr 2005 – Mar 2013
WEST NEWTON, MA
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 65
Registration record
First registered · April 11, 2005
Years registered · 21
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
IPSWICH INVESTMENT MANAGEMENT COMPANY, INC.
CRD 106625 · SEC 801-26465
AUM
$638M
Regulatory assets under management
Employees
11
528 client accounts
Services offered by IPSWICH INVESTMENT MANAGEMENT COMPANY, INC.
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
View all advisors at IPSWICH INVESTMENT MANAGEMENT COMPANY, INC. →
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05

Frequently Asked Questions

What services does James R Mccall offer?
James R Mccall specializes in Investment Management, Wealth Management. Contact their office in IPSWICH, Massachusetts for a consultation.
What are James R Mccall's credentials?
James R Mccall is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James R Mccall located?
James R Mccall is based in IPSWICH, Massachusetts, working with IPSWICH INVESTMENT MANAGEMENT COMPANY, INC.. Their office serves clients in the IPSWICH metropolitan area and surrounding communities.
How does James R Mccall charge for services?
James R Mccall's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is IPSWICH INVESTMENT MANAGEMENT COMPANY, INC.?
IPSWICH INVESTMENT MANAGEMENT COMPANY, INC. has approximately 11 employees and manages $638M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at IPSWICH INVESTMENT MANAGEMENT COMPANY, INC.

Alexander M. Colby
IPSWICH, MA
Eric Harrison Jostrom
IPSWICH, MA
David Robert Macdougall
IPSWICH, MA
Janell Phillips
IPSWICH, MA
Karen Ciszewski Cole
IPSWICH, MA
Patricia Anne Bowlin
IPSWICH, MA

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Nearby cities in Massachusetts
BOSTON (1000)WELLESLEY (105)WALTHAM (91)BRAINTREE (58)SPRINGFIELD (41)NEEDHAM (40)NEWTON (37)CAMBRIDGE (29)WOBURN (26)LEXINGTON (25)
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Research
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