Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Bradley Gibbs is a financial advisor currently registered with Raymond James Financial Services Advisors, Inc. James has been in the industry since 1991 and has held previous positions with Raymond James & Associates, Inc., First Heartland Capital, Inc., Lincoln Financial Securities Corporation, AMSOUTH INVESTMENT SERVICES, INC., INVEST FINANCIAL CORPORATION and PRUCO SECURITIES CORPORATION. James is a Chartered Financial Consultant and holds Series 6, 7, 63, and 65 licenses. James is a financial advisor with over 30 years of experience. James serves individuals, high-net-worth individuals, businesses, retirement plans, and charitable organizations. James also provides financial consulting services at F&M Bank and F&M Investment Services.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
TN
12/05/2016 - Present
Raymond James Financial Services Advisors, Inc. (HENDERSONVILLE TN)
TN
10/31/2014 - 11/28/2016
RAYMOND JAMES & ASSOCIATES, INC. (NASHVILLE TN)
MO
11/20/2012 - 10/28/2014
FIRST HEARTLAND CAPITAL, INC. (LAKE ST. LOUIS MO)
TN
08/25/2008 - 12/15/2008
LINCOLN FINANCIAL SECURITIES CORPORATION (HENDERSONVILLE TN)
TN
02/14/2000 - 02/20/2007
AMSOUTH INVESTMENT SERVICES, INC. (NASHVILLE TN)
WI
05/07/1997 - 02/14/2000
INVEST FINANCIAL CORPORATION (APPLETON WI)
NJ
02/05/1986 - 05/15/1997
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 02/13/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/27/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/09/2015
Series 7 - General Securities Representative Examination
BC
Issued 11/19/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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