JamesMagaziner- Financial Advisor Shawnee, KS

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About James Magaziner

HELPING YOU PURSUE FINANCIAL INDEPENDENCE

Fort Hill Financial focuses on you and the unique set of financial circumstances you and your family face. Getting to know you and understanding your personal needs allows us to create a customized wealth management strategy aligned with your short-term and long-term objectives. By building a lasting, personal relationship with you, we're able to help you anticipate needs and plan for the future.

INDEPENDENCE POWERED BY LPL FINANACIAL:

The logo of Fort Hill Financial prominently features the logo of LPL Financial. That's because Fort Hill Financial is supported by the resources of LPL Financial, the nation's largest independent broker/dealer, as reported by Financial Planning magazine, June 1996-2022, based on total revenue. This relationship provides us with thorough research and a comprehensive array of tools, resources and technology. Because LPL has no proprietary products to sell, we have the freedom to offer you thoughtful financial guidance and investment recommendations.

See Disclosures

General Information

Firm Start Year

2011

CRD#

1059970

Firm CRD#

6413

Insurance License#

8910770

Name of Broker/Dealer

LPL Financial

States Licensed in

KS, PA, NJ, FL, MO, NY

Years of Experience in Financial Services

Number of Years with Current Firm

Work with the following types of clients

Businesses, Individual Investors

Advisory Services Provided

Financial Planning for Individuals, Education Funding and Planning, Financial Advice & Consulting, Investment Advice & Management, Insurance Products & Annuities, Financial Planning, Portfolio Management, Money Management, Wealth Management, 401K Rollovers, Retirement Planning

Compliance

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

Securities Licenses

Series 66, Series 6, Series 7, Series 63

Insurance and Annuity Licenses

Annuity, Health, Life, Variable Annuity, Accident, Variable Life

Firm Information

Advisor's Number of Clients

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$50,000

Compensation Methods

Based on Assets

Fee % Based on Assets

0.5%-1.25%

Education

MBA - Finance

Temple University
1979 -1981

Disclosures

PaladinRegistry.com provides referrals to financial professionals of LPL Financial, LLC (LPL). PaladinRegistry.com is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay PaladinRegistry.com cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

LPL ADV 2A

https://www.lpl.com/content/dam/lpl-www/documents/disclosures/A58.pdf

Additional Detailed Disclosures

https://www.lpl.com/content/dam/lpl-www/documents/disclosures/wiseradvisor/wiseradvisor-lpl-detailed-disclosures.pdf

Disclaimer

Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC.

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: NJ, PA, FL, KS, MO, NY.

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Paladin Research Report For:

James Magaziner

LPL/Fort Hill Financial