Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames A. Blevins is a registered investment advisor representative with Soar Financial LLC. James has been in the financial services industry for over 12 years. James has experience providing financial planning services to individuals and businesses. James is also a Certified Public Accountant and owns and operates Summit Accounting Services, LLC. James is a knowledgeable and experienced advisor who is dedicated to helping his clients achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Referral fees
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TN
10/07/2021 - Present
Soar Financial LLC (MURFREESBORO TN)
IA
Issued 10/07/2021
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 08/19/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/20/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
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