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James Robert Cable
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Profilo
Mr. Jim R.
Cable is a Portfolio Manager & Financial Advisor at Coastwise Capital Group LLC.
He is responsible for managing investment portfolios along with providing insurance solutions for clients.
He serves on the Coastwise Investment Committee.
He brings over 30 years of investment experience to Coastwise.
Prior to joining Coastwise, Mr. Cable had spent three years in professionally managing portfolios for his own client base at his previous firm, Western International Securities, Inc.
Mr. Cable holds a Bachelor of Science Degree in Business Administration with a major in Marketing from California State University, Long Beach and has his insurance license along with both his Series 7 and Series 66 licenses.
Precedenti posizioni note di James Robert Cable
Società | Posizione | Fine |
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Coastwise Capital Group LLC
![]() Coastwise Capital Group LLC Investment ManagersFinance Coastwise Capital Group LLC is an independent registered investment advisor headquartered in La Jolla, California. It was founded by Scott G. Kyle in 2006. The firm provides investment services and expertise to affluent individuals, families, and institutions. | Membro del Comitato di Investimento | 01/10/2014 |
Western International Securities, Inc.
![]() Western International Securities, Inc. Investment Banks/BrokersFinance Founded in 1995, Western International Securities, Inc. is a broker/dealer located in Pasadena, California. The firm provides a full array of trading and execution services for their clients. They do not provide any internal research. They clear through JP Morgan Clearing Corp | Corporate Officer/Principal | - |
Formazione di James Robert Cable
The California State University | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
Aziende private | 2 |
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Western International Securities, Inc.
![]() Western International Securities, Inc. Investment Banks/BrokersFinance Founded in 1995, Western International Securities, Inc. is a broker/dealer located in Pasadena, California. The firm provides a full array of trading and execution services for their clients. They do not provide any internal research. They clear through JP Morgan Clearing Corp | Finance |
Coastwise Capital Group LLC
![]() Coastwise Capital Group LLC Investment ManagersFinance Coastwise Capital Group LLC is an independent registered investment advisor headquartered in La Jolla, California. It was founded by Scott G. Kyle in 2006. The firm provides investment services and expertise to affluent individuals, families, and institutions. | Finance |
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