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Advisors / Pennsylvania / Doylestown
30yrs

James Debuque

Financial advisor at LPL Financial

Based in Doylestown, Pennsylvania, James Debuque is a fiduciary financial advisor with 30 years of industry experience. James has been with LPL Financial since 2024; before that, James spent 19 years at Merrill. 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 259 advisors with offices in Doylestown, and one of 226 fiduciaries.

Doylestown, PA 18901Top 16% by experience nationwideFiduciary advisor
Call LPL FinancialDirections

At a glance

Experience30 years (since 1996)
How that compares ?Top 16% by experience nationwide
Office259 Veterans Lane, Suite 102, Doylestown, PA 18901
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.

Series 63Uniform Securities Agent State Law Examination
Series 65Uniform Investment Adviser Law Examination

Career

  1. 2024 – now
    LPL Financial LLCCurrent firm
  2. 2005 – 2024
    MerrillPreviously

Questions to ask James

Tailored to James’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. At a firm this size, will I work with you directly or with a service team?
  3. What does a financial plan with you include, and how often is it updated?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About James

How do I contact James?

Call LPL Financial at (704) 733-3300 and ask for James Debuque. James works from the Doylestown, PA office.

How long has James been a financial advisor?

James has been in the industry since 1996, about 30 years. Top 16% by experience nationwide.

What licenses does James hold?

Series 63, Series 65. 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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