Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Christian Loken is an investment advisor representative at Sovran Advisors, LLC. James has been in the financial services industry since 2000 and has held various roles, including insurance agent, financial advisor, and investment advisor representative. James is licensed in 31 states and has extensive experience in financial planning, asset management, and fixed insurance. James is committed to providing personalized financial advice and guidance to help clients achieve their financial goals.
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.
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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CA
03/11/2024 - Present
Sovran Advisors, LLC (SAN DIEGO CA)
CA
10/09/2020 - 03/05/2024
MML INVESTORS SERVICES, LLC (PASADENA CA)
CA
07/01/2002 - 07/01/2020
THRIVENT INVESTMENT MANAGEMENT INC. (LANCASTER CA)
MN
01/26/2000 - 07/01/2002
LUTHERAN BROTHERHOOD SECURITIES CORP. (MINNEAPOLIS MN)
BOTH
Issued 10/11/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/25/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/27/2004
Series 7 - General Securities Representative Examination
BC
Issued 01/25/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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