Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Andrew Toliver is a financial advisor with over 17 years of experience in the industry. James is currently registered with Performance Trust Capital Partners, LLC in Nashville, TN. James previously worked at BALANCE SHEET SOLUTIONS LLC in Warrenville, IL. James holds Series 63, 24, 7, and SIE licenses. James is registered in Illinois and Ohio.
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.
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.
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TN
11/19/2012 - Present
Performance Trust Capital Partners, LLC (Nashville TN)
IL
11/20/2009 - 07/20/2012
BALANCE SHEET SOLUTIONS LLC (WARRENVILLE IL)
BC
Issued 11/30/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/23/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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