Oppenheimer &
43yrs
Top advisor by experience in Warrington
New
James Korman is a fiduciary financial advisor in Warrington, Pennsylvania, registered since Dec 2025. James joined LPL Enterprise in 2025, a firm offering financial planning, investment management, and educational workshops. LPL Enterprise reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 98 advisors with offices in Warrington, and one of 94 fiduciaries.
At a glance
ExperienceNew to the profession (since Dec 2025)
How that compares ?New to the profession
Office2700 Kelly Road Suite 100d, Warrington, PA 18976
FirmLPL Enterprise
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$239,757
Advisors at the firm3,111
States licensed ?1 state
Services through LPL Enterprise
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 66Uniform Combined State Law Examination
Career
- Dec 2025 – nowLPL Enterprise, LLCCurrent firm
Questions to ask James
Tailored to James’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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 LPL Enterprise at 704-733-3300 and ask for James Korman. James works from the Warrington, PA office.
How long has James been a financial advisor?
James is new to the profession, registered since Dec 2025, and holds 1 license.
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 Enterprise 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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