Unclaimed
James Bryant Crouch is a registered investment advisor representative with PFS Investments Inc. in HURST, Texas. James has been in the industry since October 2019. James holds Series 63, 65, 26 and 6TO licenses as well as the SIE. James specializes in working with individual clients. In addition to James' work with PFS Investments Inc., James is also a sole proprietor of A1 Handgun Training LLC.
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.
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.
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2
TX
01/09/2024 - Present
PFS Investments Inc. (HURST TX)
IA
Issued 12/04/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/22/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/16/2024
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/28/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/16/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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