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James Rank

ASPIRE ADVISORS, LLC·NORTH WHITE PLAINS, New York
Series 7, Series 65Clean record9 years registeredASPIRE ADVISORS, LLC
661 NORTH BROADWAY, NORTH WHITE PLAINS, NY 10603CRD# 4772618Firm CRD# 150652

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
James Rank · NORTH WHITE PLAINS, NY
Registration
CRD #4772618 · ASPIRE ADVISORS, LLC · 9 years registered
Brand Profile
Not yet started
01

Career History

ASPIRE ADVISORS, LLC
Apr 2017 – present
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 65
Registration record
First registered · April 24, 2017
Years registered · 9
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
ASPIRE ADVISORS, LLC
CRD 150652 · SEC 801-77599
AUM
$105M
Regulatory assets under management
Employees
6
210 client accounts
Services offered by ASPIRE ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at ASPIRE ADVISORS, LLC →
Introduction

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Frequently Asked Questions

What services does James Rank offer?
James Rank specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in NORTH WHITE PLAINS, New York for a consultation.
What are James Rank's credentials?
James Rank is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Rank located?
James Rank is based in NORTH WHITE PLAINS, New York, working with ASPIRE ADVISORS, LLC. Their office serves clients in the NORTH WHITE PLAINS metropolitan area and surrounding communities.
How does James Rank charge for services?
James Rank's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ASPIRE ADVISORS, LLC?
ASPIRE ADVISORS, LLC has approximately 6 employees and manages $105M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at ASPIRE ADVISORS, LLC

John Joseph Hamilton
NORTH WHITE PLAINS, NY
Barbara Ann Ingenito
NORTH WHITE PLAINS, NY
Lindsay Shea Hamilton
NORTH WHITE PLAINS, NY

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