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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Belliston is a financial advisor with Andina Family Offices in LEHI, UT. James Belliston has been in the financial services industry for over 20 years. James Belliston is a Certified Financial Planner and holds Series 6, 7, 22, 24, 31, 53, 62 and 63 licenses. James Belliston has worked for several firms throughout their career, including M HOLDINGS SECURITIES, INC., GENEOS WEALTH MANAGEMENT, INC., and LINCOLN FINANCIAL ADVISORS CORPORATION. James Belliston is currently registered with the state of Utah as an Investment Advisor Representative (IAR).
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.
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UT
01/10/2019 - Present
Andina Family Offices (LEHI UT)
UT
07/14/2005 - 04/01/2009
GENEOS WEALTH MANAGEMENT, INC. (DRAPER UT)
OR
10/15/2004 - 07/14/2005
M HOLDINGS SECURITIES, INC. (PORTLAND OR)
OR
03/05/2004 - 06/02/2004
M HOLDINGS SECURITIES, INC. (PORTLAND OR)
IN
01/04/2000 - 03/08/2004
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
01/04/2000 - 03/08/2004
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
MA
09/26/1994 - 01/27/2000
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
MD
03/16/1994 - 10/06/1994
BANNER FINANCIAL SERVICES GROUP (ROCKVILLE MD)
MN
04/12/1994 - 09/26/1994
WORKMAN SECURITIES CORPORATION (EDEN PRAIRIE MN)
FL
09/29/1993 - 03/15/1994
INTERSECURITIES, INC. (ST. PETERSBURG FL)
IA
Issued 06/12/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/04/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/06/2007
Series 53 - Municipal Securities Principal Examination
BC
Issued 09/19/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/31/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 12/12/2001
Series 7 - General Securities Representative Examination
BC
Issued 11/12/1997
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 11/29/1995
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 09/27/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
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