Jim Sinclair

Financial Consultant / Wealth Manager

Jim Sinclair is a seasoned Financial Consultant and Wealth Manager at LPL Financial, a position held since April 2009, where securities and advisory services are provided as a registered investment advisor. Prior to this role, Jim was a Financial Advisor at UBS Wealth Management from July 2005 to April 2009, focusing on risk management for individuals, families, and business owners to help achieve specific financial goals. Jim holds a BA in Business from the University of Michigan, attended Campbell University from 1984 to 1987, and completed education at Plymouth Salem from 1979 to 1983.

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