Edward Jones
37yrs
Top advisor by experience in Marysville
26yrs
Based in Marysville, Ohio, James Vandre is a fiduciary financial advisor with 26 years of industry experience. James has been with LPL Financial since 2026; before that, James spent 19 years at Eagle Strategies and a year at Thrivent Investment Management. LPL Financial offers financial planning, investment management, and educational workshops and is paid through a percentage of assets, hourly fees, and flat fees.
One of 26 advisors with offices in Marysville, and one of 23 fiduciaries.
At a glance
Experience26 years (since 2000)
How that compares ?Top 24% by experience in Ohio
Office333 South Main Street, Marysville, OH 43040
FirmLPL Financial
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$399,489
Advisors at the firm23,459
States licensed ?1 state
Services through LPL Financial
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Apr 2026 – nowLPL Financial LLCCurrent firm
- 2007 – 2026Eagle Strategies LLCPreviously
- Jan 2006 – Oct 2006Thrivent Investment Management Inc.Previously
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?
- 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 (937) 642-2385 or the LPL Financial main office at (704) 733-3300, and ask for James Vandre.
How long has James been a financial advisor?
James has been in the industry since 2000, about 26 years. Top 24% by experience in Ohio.
What licenses does James hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is James a fiduciary?
James is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is James paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. 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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