James H Mooney is a Senior Vice President and Financial Advisor currently at LPL Financial since July 2025, bringing extensive experience from previous positions at Cadaret Grant, Santander Investment Services, Voya Financial, and Wells Fargo Advisors. Mooney's career in finance began with Morgan Stanley, followed by a role in marketing at CD Now. Mooney holds a Bachelor of Science degree in Finance from Philadelphia University, completed between 1996 and 2000. Contact details include a phone number, 215-872-7202, and an email address, james.mooney@capitalinsureinvest.
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