Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Bryce Martin is a financial advisor with over 3 years of experience in the financial services industry. He is registered with Eagle Strategies LLC, and holds Series 63, Series 7TO, Series 6TO, and SIE licenses. James is also a Chartered Financial Consultant. James is dedicated to providing personalized financial advice and services to individuals, families, and businesses. His focus is on helping clients achieve their financial goals through a variety of financial planning services, including retirement planning, investment management, and insurance planning. James is committed to providing his clients with the highest level of service and professionalism. He is also actively involved in the community through his membership in the BNI Smith Mountain Lake Membership Committee. James is passionate about helping others achieve financial success.
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.
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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VA
02/01/2023 - Present
Eagle Strategies LLC (Hardy VA)
BC
Issued 5/7/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/29/2022
Series 7TO - General Securities Representative Examination
BC
Issued 4/2/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 3/4/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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