Ian James, CRPC, AAMS

Ian James, CRPC, AAMS

Financial Advisor, President

Phone: 225-261-9606
Fax: 225-261-9638
E-mail:
 

Ian James is an experienced financial planner that services South Louisiana and many other states. He has over 20 years of experience in the financial planning industry. He founded Capital Financial Group in 2007 after working for one of the largest financial firms in the country for over a decade. He established his firm because he felt a greater passion for helping his clients on an individual basis and wanted to ensure that each person walking through his door got the client experience and service they so deserve.

 

Capital Financial Group can provide comparable resources and capabilities of a large Wall Street firm but with a boutique feel. The second to none experience, research and ideas that they provide will help to ensure the financial goals of each valuable client they meet.

 

Ian graduated from the University of Idaho with a Bachelor’s of Science degree as well as attended LSU for the Masters of Business Administration Program. Ian successfully completed the Certified Financial Planner (CFP®) curriculum as well as the AAMS® and CRPC® designation courses through the College for Financial Planning. Ian dedicates much of his time to continuing his education to better serve his clients.

Ian volunteers as a board member of the Baton Rouge Grief Counseling Center with the belief that community service and giving back is a core principal in business and life.

In his personal time Ian enjoys golf, LSU athletics and most importantly spending time with his daughter Macon Elizabeth and his girlfriend, Regina.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck