James Mooney Email & Phone Number
Senior Vice President, Financial Advisor @ LPL Financial
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
James Mooney Location
- Conshohocken, PA, US
James Mooney Work
- Senior Vice President, Financial Advisor @ (July 2025 - Present)
- Senior Vice President Financial Advisor @ (July 2022 - July 2025)
- Senior Vice President Financial Advisor @ Santander Investment Services (February 2016 - July 2022)
- Investment Adviser Representative @ (June 2012 - February 2016)
- Financial Advisor @ (October 2004 - June 2012)
- Financial Advisor @ (February 2000 - October 2004)
- Marketing @ CD Now (January 1996 - January 1998)
James Mooney Education
- Philadelphia University
BS (Finance)
1996-2000
James Mooney Summary
- James Mooney, based in Conshohocken, PA, US, is currently a Senior Vice President, Financial Advisor at LPL Financial. James Mooney brings experience from previous roles at Cadaret Grant, Santander Investment Services, Voya Financial and Wells Fargo Advisors. James Mooney holds a 1996 - 2000 BS in Finance @ Philadelphia University. James Mooney has 1 emails and 1 mobile phone numbers on RocketReach.
Looking for a different James Mooney?
Find contact details for 700 million professionals.
Others Named James Mooney
James Mooney
Founder
Chicago, IL, US
James Mooney
Managing Director
Kingston upon Hull, England, GB
James Mooney
VP, Development
Berwyn, PA, US
James Mooney
Vice President
New York, NY, US
James Mooney
EVP of Product
Bedford, NH, US
James Mooney
Director
Westwood, NJ, US
James Mooney
Senior Vice President, Financial Advisor
Conshohocken, PA, US
James Mooney
Board Member
New York, NY, US
Top LPL Financial Employees
Dean Phillips
Founder | Wealth Advisor
Vero Beach, FL, US
Don Link
President 973 845-6667 and 844 366 5465
Westfield, NJ, US
Roochi Sahni
Vice President Of Technology
San Diego, CA, US
Scott Cupit
VP of Cloud Architecture
San Diego, CA, US
Maggie Medina
CEO and President, MCM Wealth Advisors, Inc.
San Diego, CA, US
Bradford Smith
President, Financial Advisor
Talbott, TN, US
Joe Lanser
Executive Vice President - Head of FP and A
San Diego, CA, US
Richard Keltner
Vice President, Tax Innovation
San Diego, CA, US
Amy Difrancesco
Vice President, Sales Readiness
San Diego, CA, US
Joe Pannarale
President and CEO at Diversified Wealth Solutions, LLC
Highland, IN, US
James Sands Jr
President
Fort Myers, FL, US
Blain Bogar
President and Wealth Management Advisor
Las Vegas, NV, US
Clyde French
President
Shreveport, LA, US
Emily Field
Chief People Officer
San Diego, CA, US
Matt Audette
President and Chief Financial Officer
New York, NY, US
Rich Steinmeier
Chief Executive Officer
California, United States
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co