James Perhacs is a managing director at Private Advisor Group and registered principal with LPL Financial. James joined Private Advisor Group in 2001 and has been with the firm since its infancy. With his assistance, Private Advisor Group has grown from five advisors to over 500, with a combined 12 billion dollars in client assets.
His long-standing tenure at Private Advisor Group and LPL enables James to work with advisors on both LPL and Private Advisor Group operations, compliance and practice management. He also helped design and implement the transition team in 2007 and plays a key role in advisor recruiting and transitions. Prior to joining Private Advisor Group, James spent two years at Morgan Stanley Smith Barney, where he was responsible for client relations and portfolio analysis.
Born and raised in Mt. Arlington, NJ, James now resides in Long Valley, NJ, with his wife, Aimee, and their three children. When not at the office, he enjoys cycling and spending time with his family.
Education: BS, Kutztown University
Registrations Held with LPL Financial: FINRA Series 7, 24, 31, 63, 65. Additional licenses in life and health insurance.