Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Clayton McConnell is a financial advisor associated with Cetera Investment Advisers LLC. James has been in the industry since December 20, 2005 and has over 18 years of experience. James works in the Murray, Kentucky office of Cetera Investment Advisers LLC. James is registered to provide investment advice in Arkansas, Georgia, Illinois, Indiana, Kentucky, Missouri, and Tennessee. James also has experience with other financial institutions including BB&T Investment Services, Inc., Fifth Third Securities, Inc., CUSO Financial Services, L.P., and Investment Professionals, Inc.
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.
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
KY
01/28/2015 - Present
Cetera Investment Advisers LLC (MURRAY KY)
KY
11/05/2012 - 12/18/2014
BB&T INVESTMENT SERVICES, INC. (MURRAY KY)
KY
05/14/2012 - 11/01/2012
FIFTH THIRD SECURITIES, INC. (MARION KY)
TN
09/20/2007 - 04/25/2012
CUSO FINANCIAL SERVICES, L.P. (CLARKSVILLE TN)
KY
05/30/2007 - 09/13/2007
INVESTMENT PROFESSIONALS, INC. (HOPKINSVILLE KY)
KY
07/13/2006 - 05/17/2007
BB&T INVESTMENT SERVICES, INC. (HOPKINSVILLE KY)
KY
11/29/2005 - 05/10/2006
EDWARD JONES (MARION KY)
NE
06/17/2005 - 10/06/2005
WOODMEN FINANCIAL SERVICES, INC. (OMAHA NE)
IA
Issued 7/21/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 7/1/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/28/2005
Series 7 - General Securities Representative Examination
BC
Issued 6/16/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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