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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Christopher Brown is a financial advisor with Wells Fargo Advisors Financial Network, LLC. James has been in the financial services industry for over 20 years, working with clients to achieve their financial goals. James holds multiple licenses, including Series 7, Series 24, Series 31, and Series 66, along with a Certified Financial Planner designation. James has a strong track record of helping clients invest for retirement, college savings, and other financial goals. He provides customized financial plans and investment management services. James is dedicated to building long-term relationships with clients and helping them achieve their financial aspirations.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MD
01/04/2019 - Present
Wells Fargo Advisors Financial Network, LLC (POTOMAC MD)
DC
01/01/2008 - 05/15/2015
WELLS FARGO ADVISORS, LLC (WASHINGTON DC)
DC
02/17/2005 - 01/03/2008
A. G. EDWARDS & SONS, INC. (WASHINGTON DC)
BOTH
Issued 03/28/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/24/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/24/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 02/16/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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