OPERATIONS 

Ly James

Biography

Ly James is on the Operations team at AdvicePeriod. The operations team’s focus is on the ongoing account maintenance for all of our Partner Advisors’ clients. Our professionals execute trades, wires, transfers, and provide all the day-to-day administration tasks for our clients – allowing our advisors to spend more time with their clients.

Prior to joining AdvicePeriod, Ly spent the last 8 years working for Western International Securities, an Independent Broker-Dealer/RIA (Western International Securities) where she worked on the Operations Team.

Ly Was born and raised in Estonia and then relocated to London. After 12 years in London, she moved to the US and has been living in Los Angeles for the past 9 years.

Ly enjoys traveling, hiking, running, skiing, and spending time with her husband and friends.

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