Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Colby Lyles is a financial advisor currently registered with Edward Jones. James has been in the industry since August 2015. Prior to joining Edward Jones, James worked for Wells Fargo Clearing Services, LLC in Rocky Mount, NC, and also for Wells Fargo Advisors, LLC in Roanoke Rapids, NC. James is licensed to provide financial advice in many states including Alaska, Florida, Georgia, Illinois, Maryland, Mississippi, New Hampshire, North Carolina, South Carolina, South Dakota, Virginia, and Washington. James holds the Series 66, Series 7, and SIE licenses. James specializes in providing financial advice to individuals, high-net-worth individuals, corporations or other businesses, partnerships, investment clubs, and limited liability companies, charitable organizations, and pension and profit-sharing plans.
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.
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.
See schedule d - miscellaneous
1
2
NC
04/03/2018 - Present
Edward Jones (Roanoke Rapids NC)
NC
09/01/2016 - 04/03/2018
WELLS FARGO CLEARING SERVICES, LLC (ROCKY MOUNT NC)
BOTH
Issued 12/15/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/01/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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