James Ustby, CFP®, APMA®

Wealth Advisor

As a CERTIFIED FINANCIAL PLANNER® professional, I specialize in helping clients navigate their wealth management goals with personalized strategies.

Scheduling time with me is simple - just select a date and time that works best for you on the calendar.

Call or Text my office number at: 919-226-4145

james.ustby@lplfinancial.com

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA / SIPC). Insurance products are offered through LPL or its licensed affiliates. Fidelity Bank and LPL Located at Fidelity Bank are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using LPL Located at Fidelity Bank, and are employees of LPL. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Fidelity Bank or LPL Located at Fidelity Bank. Securities and insurance offered through LPL or its affiliates are:

- Not Insured by FDIC or Any Other Government Agency

- Not Bank Guaranteed

- Not Bank Deposits or Obligations

- May Loss Value

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.