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James J. Laman

STANLEY-LAMAN GROUP LTD.·BERWYN, Pennsylvania
SIE, Series 7, Series 14, Series 24, Series 27, Series 28, Series 63, Series 65, Series 99TOClean record13 years registeredSTANLEY-LAMAN GROUP LTD.
1235 WESTLAKES DR, BERWYN, PA 19312CRD# 4379338Firm CRD# 112112

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
James J. Laman · BERWYN, PA
Registration
CRD #4379338 · STANLEY-LAMAN GROUP LTD. · 13 years registered
Brand Profile
Not yet started
01

Career History

No current investment adviser registration
Last registered firm: STANLEY-LAMAN GROUP LTD.
Apr 2013Dec 2016
BERWYN, PA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 14
Series 24
Series 27
Series 28
Series 63
Series 65
Series 99TO
Registration record
First registered · April 12, 2013
Years registered · 13
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
STANLEY-LAMAN GROUP LTD.
CRD 112112 · SEC 801-45568
AUM
$911M
Regulatory assets under management
Employees
24
715 client accounts
Services offered by STANLEY-LAMAN GROUP LTD.
Per Form ADV
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
High Net Worth Individuals
Introduction

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05

Frequently Asked Questions

What services does James J. Laman offer?
James J. Laman specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory.
What are James J. Laman's credentials?
James J. Laman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James J. Laman located?
James J. Laman is based in BERWYN, Pennsylvania, last registered with STANLEY-LAMAN GROUP LTD..
How does James J. Laman charge for services?
James J. Laman's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is STANLEY-LAMAN GROUP LTD.?
STANLEY-LAMAN GROUP LTD. has approximately 24 employees and manages $911M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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