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James Robert Lister is a financial advisor professional located in Winchester, MA. They specialize in financial advisory. With over 18 years of experience, they bring deep expertise to every client.
James Robert Lister - Lpl Financial Llc holds an active professional license (FINRA CRD) for your protection.
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James Robert Lister operates as a financial advisor in Winchester, Massachusetts, bringing 18 years of experience to his practice. He holds a FINRA CRD registration, which governs his activities in securities and investment advisory services. His extended tenure in the financial services industry reflects sustained engagement with client portfolio management and financial planning matters.
A FINRA CRD (Financial Industry Regulatory Authority Central Registration Depository) registration indicates that James Robert Lister is authorized to conduct securities transactions and provide investment advice under FINRA oversight. This registration requires compliance with industry regulations, continuing education, and ethical standards. It signals that he operates within a regulated framework designed to protect investors and ensure professional accountability in financial advisory services.