Ameriprise Financial Services
43yrs
Top advisor by experience in Kingston
29yrs
James Paddock
Financial advisor at Cambridge Investment Research Advisors
James Paddock has worked in the financial industry for 29 years and is a fiduciary financial advisor based in Kingston, Pennsylvania. After 19 years at Park Avenue Securities, James joined Cambridge Investment Research Advisors in 2024, a firm offering financial planning, investment management, and retirement plan consulting. Cambridge Investment Research Advisors reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 32 advisors with offices in Kingston, and one of 26 fiduciaries.
At a glance
Experience29 years (since 1997)
How that compares ?Top 17% by experience nationwide
Office400 Third Avenue Suite. 202, Kingston, PA 18704
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions, Other
Typical client at the firm ?$378,281
Advisors at the firm3,917
States licensed ?1 state
Services through Cambridge Investment Research Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersMarket timingEducational seminars and workshops
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
- 2024 – nowCambridge Investment Research Advisors, Inc.Current firm
- 2005 – 2024Park Avenue Securities LLCPreviously
Contact James
(641) 472-5100Firm headquarters in Fairfield, IA. Ask for James. 400 Third Avenue Suite. 202Kingston, PA 18704Office · Get directions Instagram pageCambridge Investment Research Advisors
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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 Cambridge Investment Research Advisors at (641) 472-5100 and ask for James Paddock. James works from the Kingston, PA office.
How long has James been a financial advisor?
James has been in the industry since 1997, about 29 years. Top 17% 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?
Cambridge Investment Research Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products, other 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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