Cetera Investment Advisers
47yrs
Top advisor by experience in Crystal Lake
25yrs
James Eismon has worked in the financial industry for 25 years and is a fiduciary financial advisor based in Crystal Lake, Illinois. After 23 years at Valic Financial Advisors, James joined Lincoln Investment in 2024, a firm offering financial planning, investment management, and selecting outside investment managers. James holds the CFP® designation.
One of 112 advisors with offices in Crystal Lake, and one of 107 fiduciaries.
At a glance
Experience25 years (since 2001)
How that compares ?More experience than 72% of advisors in Illinois
OfficeCrystal Lake, IL
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions
Typical client at the firm ?$157,266
Advisors at the firm900
States licensed ?1 state
Services through Lincoln Investment
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2024 – nowLincoln InvestmentCurrent firm
- 2024 – nowCapital AnalystsCurrent
- 2001 – 2024Valic Financial Advisors, Inc.Previously
Contact James
(215) 887-8111Firm headquarters in Fort Washington, PA. Ask for James. Crystal Lake, ILOffice · Get directions Facebook pageLincoln InvestmentIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About James
How do I contact James?
Call Lincoln Investment at (215) 887-8111 and ask for James Eismon. James works from the Crystal Lake, IL office.
How long has James been a financial advisor?
James has been in the industry since 2001, about 25 years. More experience than 72% of advisors in Illinois.
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?
Lincoln Investment 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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