James Barrie

Associate Financial Advisor
Designations:
Bachelor of Arts, Communication
California State University

Industry Title
Registered Representative
Languages Spoken:
English & Tagalog
In a Nutshell

As an Associate Financial Advisor, James services and creates custom portfolio recommendations for our private wealth clients. He also works alongside our institutional sales team identifying new business opportunities and developing relationships. James has a dynamic skill set; supporting both divisions of our team, he offers an exceptional client experience.

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Ask me Anything
Best book you've ever read?
The Little Prince - Antoine de Saint-Exupéry.
If you could travel anywhere in the world, where would it be?
Lighthouse Reef Blue Hole, Belize.
Other than working for our awesome team, what are you most passionate about?
My family.
Most used Apps?
WhatsApp, Facebook, Google Photos & Spotify.
You will never catch me without...
My sense of humour.
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