Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Antonio Lyday is an Investment Advisor Representative with World Investment Advisors, LLC. James has over 25 years of experience in the financial services industry. James holds both Series 6 and Series 7 licenses. James is also licensed in Louisiana and Tennessee. James provides financial planning and portfolio management services to individuals, businesses, and institutions. James is committed to providing his clients with personalized and comprehensive financial advice.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
1
2
CA
05/25/2016 - Present
World Investment Advisors, LLC (SANTA BARBARA CA)
TN
05/27/2016 - 09/01/2017
CAPFINANCIAL SECURITIES, LLC. (Brentwood TN)
TN
11/04/2014 - 02/23/2016
RAYMOND JAMES FINANCIAL SERVICES, INC. (FRANKLIN TN)
TN
12/03/2012 - 11/07/2014
WELLS FARGO ADVISORS, LLC (BRENTWOOD TN)
CT
01/31/2006 - 06/13/2011
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (HARTFORD CT)
TN
06/05/2003 - 11/18/2005
PRINCOR FINANCIAL SERVICES CORPORATION (BRENTWOOD TN)
MA
06/07/2000 - 07/24/2002
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
06/07/2000 - 07/24/2002
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
NY
04/18/1997 - 03/11/1999
NYLIFE SECURITIES INC. (NEW YORK NY)
IA
06/24/1993 - 08/14/1996
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
PA
08/14/1995 - 07/22/1996
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
IA
Issued 02/06/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/04/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/04/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/18/1995
Series 7 - General Securities Representative Examination
BC
Issued 06/23/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure James Lyday is the right advisor for you? Invested Better is here to help.
