Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Curtis Lepp is a financial advisor with over 13 years of experience in the financial services industry. James is currently registered with Cambridge Investment Research Advisors, Inc. in Waleska, Georgia. James has previously worked for MetLife Securities Inc. and New England Securities. James holds the Series 7, Series 66 and SIE licenses and is a Certified Financial Planner. James specializes in providing financial planning, investment management, and retirement planning services to individuals, families, and businesses. James has a strong commitment to helping 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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
GA
05/03/2016 - Present
Cambridge Investment Research Advisors, Inc. (Waleska GA)
GA
01/02/2015 - 04/28/2016
METLIFE SECURITIES INC. (ATLANTA GA)
GA
06/07/2011 - 01/02/2015
NEW ENGLAND SECURITIES (CUMMING GA)
BOTH
Issued 07/07/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/06/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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