Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Bryan Reynolds is a registered investment advisor with Tucker Asset Management LLC. James has been in the industry since 2016. James specializes in providing financial planning and portfolio management services to individuals and high-net-worth individuals. James is also a registered representative with MSI Financial Services, Inc., and MML Investors Services, LLC. In addition, James is an insurance agent with Philadelphia American Life Insurance and a sole proprietor of James B. Reynolds, providing life and health insurance products.
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.
A percentage of the total value of assets under management is charged.
Shares in fees paid to third party investment advisers
1
2
OK
07/26/2024 - Present
Tucker Asset Management LLC (Norman OK)
OK
04/10/2019 - 10/28/2019
MML INVESTORS SERVICES, LLC (OKLAHOMA CITY OK)
TX
03/31/2016 - 02/01/2017
MSI FINANCIAL SERVICES, INC. (DALLAS TX)
IA
Issued 07/06/2024
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 04/23/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/10/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/01/2017
SIE - Securities Industry Essentials Examination
BC
Issued 03/31/2016
Series 7 - General Securities Representative Examination
Active
Inactive
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