Based in Farmington Hills, Michigan, James Sinclair is a fiduciary financial advisor with 21 years of industry experience. James joined LPL Financial in 2010, after three years at UBS Financial Services. 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 434 advisors with offices in Farmington Hills, and one of 404 fiduciaries.
At a glance
Services through LPL Financial
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
- 2010 – nowLPL Financial LLCCurrent firm
- 2006 – 2009UBS Financial Services Inc.Previously
Contact James
Local office(248) 626-2000Ask for James. (704) 733-3300Main office · Fort Mill, SC 31731 Northwestern Hwy Suite 151wFarmington Hills, MI 48334Office · Get directions Facebook pageLPL Financial
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Questions to ask James
Tailored to James’s registration and firm.
- 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
About James
How do I contact James?
Call James’s local office at (248) 626-2000 or the LPL Financial main office at (704) 733-3300, and ask for James Sinclair.
How long has James been a financial advisor?
James has been in the industry since 2005, about 21 years. More experience than 63% of advisors nationwide.
What licenses does James hold?
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.