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James Elwood Pearman

PARTNERS IN FINANCIAL PLANNING, LLC·SALEM, Virginia
Unclaimed Profile
421 SOUTH COLLEGE AVENUE, SALEM, VA 24153CRD# 2134909Firm CRD# 151980
01

About

James Elwood Pearman is a registered financial advisor based in SALEM, Virginia, affiliated with PARTNERS IN FINANCIAL PLANNING, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
PARTNERS IN FINANCIAL PLANNING, LLC
PARTNERS IN FINANCIAL PLANNING, LLC
AUM
$709M
Regulatory assets under management
Employees
12
Total firm employees
View all advisors at PARTNERS IN FINANCIAL PLANNING, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2134909
Firm CRD# 151980
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does James Elwood Pearman offer?
James Elwood Pearman specializes in Financial Planning, Investment Management. Contact their office in SALEM, Virginia for a consultation.
What are James Elwood Pearman's credentials?
James Elwood Pearman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Elwood Pearman located?
James Elwood Pearman is based in SALEM, Virginia, working with PARTNERS IN FINANCIAL PLANNING, LLC. Their office serves clients in the SALEM metropolitan area and surrounding communities.
How does James Elwood Pearman charge for services?
James Elwood Pearman'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 PARTNERS IN FINANCIAL PLANNING, LLC?
PARTNERS IN FINANCIAL PLANNING, LLC has approximately 12 employees and manages $709M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Pamela Dolvin Poldiak — PARTNERS IN FINANCIAL PLANNING, LLCRichard Keith Bryan — PARTNERS IN FINANCIAL PLANNING, LLCStephen Christopher Bain — PARTNERS IN FINANCIAL PLANNING, LLCChristopher William Bishop — PARTNERS IN FINANCIAL PLANNING, LLC
Nearby cities in Virginia
RICHMOND (555)ARLINGTON (226)MCLEAN (211)CHARLOTTESVILLE (203)ALEXANDRIA (149)
City Guides
RICHMOND GuideARLINGTON GuideMCLEAN GuideCHARLOTTESVILLE GuideALEXANDRIA Guide
Research
Advisor Fees in VirginiaNational Fee Analysis
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