Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Bruce Evans is a financial advisor at Benjamin F. Edwards & Company, Inc., a firm that has been in business since 1989. James has been a registered representative in the securities industry since 1997. James has a Series 7, Series 63, and SIE licenses. James is also a Certified Financial Planner. James offers a wide range of financial planning services, including retirement planning, college savings, estate planning, and insurance. James is committed to providing his clients with personalized advice and helping them 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.
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.
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2
TN
03/06/2017 - Present
Benjamin F. Edwards & Company, Inc. (Germantown TN)
TN
01/01/2008 - 03/07/2017
WELLS FARGO CLEARING SERVICES, LLC (GERMANTOWN TN)
TN
07/21/1997 - 01/03/2008
A. G. EDWARDS & SONS, INC. (MEMPHIS TN)
BC
Issued 07/25/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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