Ameriprise Financial Services
45yrs
Top advisor by experience in Westborough
42yrs
James Ball
Full name on record: James Nelson Ball
Financial advisor at Commonwealth Financial Network
James Ball has worked in the financial industry for 42 years and is a financial advisor based in Westborough, Massachusetts. James has been with Commonwealth Financial Network since 2013. James holds the ChFC designation.
At a glance
Experience42 years (since 1985)
How that compares ?Top 2% by experience in Westborough
Office3 Oak Street, Westborough, MA 01581
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions
Typical client at the firm ?$568,323
Advisors at the firm2,864
States licensed ?1 state
Services through Commonwealth Financial Network
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
ChFC
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- 2013 – nowCommonwealth Financial NetworkCurrent firm
Contact James
Local office(508) 366-7901Ask for James. (781) 736-0700Main office · Waltham, MA 3 Oak StreetWestborough, MA 01581Office · Get directions Firm websiteHTTPS://BLOG.COMMONWEALTH.COM/INDEPENDENT-MARKET-OBSERVER
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Questions to ask James
Tailored to James’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About James
How do I contact James?
Call James’s local office at (508) 366-7901 or the Commonwealth Financial Network main office at (781) 736-0700, and ask for James Ball.
How long has James been a financial advisor?
James has been in the industry since 1985, about 42 years. Top 2% by experience in Westborough.
What licenses does James hold?
Series 63. Tap any license on this page to see what it allows.
Is James a fiduciary?
James is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is James paid?
Commonwealth Financial Network reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products. Ask James for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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