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Featured Business Financial Advisor in Gilbert, AZ
Gilbert Financial Advisors
Strategic Financial Group
633 E Ray Road, Suite 131
Gilbert, AZ 85296
“"Manage Risk Returns Will Come"”
Advisor Profile
James Rosebrough
Name:  James Rosebrough

About Strategic Financial Group

The mission of our firm is to become the last financial decision any client has to make. We strive to provide consistent repeatable results in all cycles of the financial markets & economy. Our disciplined approach to risk management allows the flexibility to manage all assets in a strategic manner.

FIRST MEETING: Take a financial snapshot
Create a financial plan
Act on the financial plan
Set next appointment

FIRST MEETING, No cost, No obligation.
 

General Information

Gender:    Male
CRD#:    4355308
Firm CRD#:    175153
Insurance License#:    932964
Name of Custodial Firm:    Charles Schwab
States Licensed in:    AZ
States Willing to do Business in:    Apache Junction,Chandler,Fountain Hills,Gilbert,Higley,Laveen,Mesa,Paradise Valley,Phoenix,Queen Creek,Sacaton,Scottsdale,Tempe
Years of Experience in Financial Services:    13
Number of Years with Current Firm:    1
Work Experience:    Experience:
12 years in the insurance industry
11 years as a financial advisor
Managed multiple branches for banks
Managed over 40 million in assets
2 years experience with Edward Jones Investments
4 years experience with Liberty Investments
2 years experience with National City Investments
1 year experience with Credit Union Financial Network.
I work with the following types of clients:    Individual Investors, Investment Clubs, Businesses, Non-Profit Organizations
 

Services

Investment Types:    Annuities, Insurance, Commodities, Stocks, Mutual Funds, Bonds, Options & Futures, Alternative Investments, Exchange Traded Funds (ETFs), Mortgages & Real Estate, FOREX & Currency, Socially Responsible Investments (SRI)
 

Qualifications & Memberships

Certifications, Accreditations & Designations:    Certified Fund Specialist (CFS), Certified Tax Specialist (CTS), Masters in Financial Services (MSFS), Certified Annuity Specialist (CAS), CIS
Securities Licenses:    Series 66, Series 63, Series 24, Series 7
Insurance and Annuity Licenses:    Life, Annuity, Variable Life, Variable Annuity, Property, Long Term Care, Accident, HMO, Health, Disability, Casualty
Non-Financial Organization Memberships:    www.arizonabusinessnetworking.com
 

Firm Information

Firm's Number of Clients:    50
Firm's Number of Planning Clients:    50
Firm's Number of Managed Clients:    50
 

Compliance

Registered Investment Advisor:    Yes
Investment Advisor Representative:    Yes
Criminal Disclosures in Last 5 years:    I have a clean record
 

Compensation & Fees

Fee Structure:    I am a Fee-Based financial professional
Minimum Portfolio Size for New Managed Accounts:    $25,000
Compensation Methods:    Hourly, Based on Assets, Subscriptions, Flat Fee
 
 
 
Prepared By: James Rosebrough

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