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James P
Series 63
Alamo, TX
Global Wealth, LLC
James Palumbo is a financial advisor with Global Wealth, LLC in Colorado Springs, CO, holding a Series 63 designation and 30 years of industry experience. He previously worked at Oxford Asset Management, LLC for 23 years and Dynamic Advisor Solutions, LLC for 4 years. In addition to advising, he is an author and publisher of six books and serves in volunteer leadership roles for several nonprofit organizations. Global Wealth, LLC provides portfolio management and financial planning services to individuals, households, corporations, and charitable organizations. The firm uses client-specific investment policies and a combination of fundamental and technical analysis along with Modern Portfolio Theory to manage approximately $14.9 million in discretionary assets.
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