Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Burton Trivette is a financial advisor who has been in the industry since 1994. James is currently registered with Truist Advisory Services, Inc. and has previous experience at Scott & Stringfellow, LLC, BB&T SECURITIES, LLC, Davenport & Company LLC, Scott & Stringfellow, INC., and Anderson & Strudwick, Incorporated. James is a registered Investment Advisor Representative and General Securities Principal in Virginia. James offers investment advisory services such as financial planning, portfolio management for businesses and individuals, and publication of periodicals.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Wrap fee product and financial profiling services using desktop software
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
VA
02/17/2021 - Present
Truist Advisory Services, Inc. (RICHMOND VA)
VA
02/23/2021 - 06/29/2021
BB&T SECURITIES, LLC (RICHMOND VA)
VA
01/02/2013 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
VA
07/26/2002 - 01/02/2013
SCOTT & STRINGFELLOW, LLC (RICHMOND VA)
VA
02/05/2001 - 07/02/2002
DAVENPORT & COMPANY LLC (RICHMOND VA)
VA
05/05/1999 - 02/09/2001
SCOTT & STRINGFELLOW, INC. (RICHMOND VA)
VA
08/07/1997 - 05/05/1999
SCOTT & STRINGFELLOW, INC. (RICHMOND VA)
VA
03/23/1994 - 08/04/1997
ANDERSON & STRUDWICK, INCORPORATED (RICHMOND VA)
IA
Issued 07/19/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/14/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/21/2023
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/16/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 03/22/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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