7 Tips For Financial Planning: How to Create a Budget, Save Money and Invest for the Future
Are you looking to get your finances in order? If so, you’re in great luck! In this blog post, we will be discussing seven tips
James McArthur first started his career in financial services in 1996 when he got a job as a Financial Advisor with the firm Prudential Financial. He then went on to become the Director of Training for the Western Division of AXA Distributors in 2000.
Over the course of his career, he has been ranked in the top 10 percentile of Sales Managers across the nation with MetLife Securities and also with Prudential Financial. Mr. McArthur was then appointed to the Executive Council in 2007, a group consisting of the Top 25 Sales Managers in the Nation. Currently, James McArthur is the President and Chief Compliance Officer of A.G. Morgan Financial Advisors, LLC.
At A.G. Morgan, Mr. McArthur’s specialties include financial planning, investments, and insurance. James currently holds his Series 7, 6, 63 registrations, and the New York State Life & Health License. Mr. McArthur resides on Long Island along with his wife and their three children.
Series 7, 6, 63 Registrations
New York State Life & Health License
Nationally ranked in the top 10 percentile of Sales Managers with MetLife Securities and Prudential Financial
Appointed to Executive Council in 2007, which consists of the Top 25 Sales Managers in the Nation
President and Chief Compliance Officer of A.G. Morgan Financial Advisors, LLC.
Director of Training for the Western Division of AXA Distributors
Financial Advisor with Prudential Financial
Are you looking to get your finances in order? If so, you’re in great luck! In this blog post, we will be discussing seven tips
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A.G. Morgan’s James McArthur loves to connect with others in the field and with those interested in financial planning. You can get in touch with James by filling out the form on the contact page, and he will get back to you as soon as possible.
Monday - Friday: 9:00-5:30
Massapequa, NY