Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Case Reed is a financial advisor with Avantax Advisory Services. James is a Certified Financial Planner with over 30 years of experience in the financial services industry. James provides a variety of financial services, including financial planning, portfolio management, and insurance products. James is committed to helping clients achieve their financial goals. James has been registered with the state of Virginia since 2019. Prior to joining Avantax Advisory Services, James worked for 1st Global Capital Corp. James holds a Series 7 and Series 66 securities licenses, as well as an insurance license. James also has a CPA designation and is a Certified Financial Planner. James has a strong commitment to community involvement. James is a Director of the Jack & Lovell Olender Foundation and is active in the local community. James is committed to providing clients with the highest level of service and expertise.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
VA
10/25/2019 - Present
Avantax Advisory Services (ANNANDALE VA)
VA
09/26/2008 - 10/25/2019
1ST GLOBAL CAPITAL CORP. (ANNANDALE VA)
BOTH
Issued 10/23/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/25/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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