Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Robison is a financial advisor with Wellth Advisory Services, LLC and has been in the industry since 1986. James has extensive experience in the financial industry. James is registered in Illinois, Indiana, Kentucky, Missouri and Ohio. James holds Series 6, 63 and 65 licenses. James is a principal of White Oak Advisors, LLC and specializes in retirement planning, pension consulting, and financial planning.
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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IN
06/28/2024 - Present
Wellth Advisory Services, LLC (Greenwood IN)
IN
09/28/2004 - 11/14/2014
NFP ADVISOR SERVICES, LLC (INDIANAPOLIS IN)
NY
01/11/2001 - 08/16/2004
MMC SECURITIES CORP. (NEW YORK NY)
TX
06/21/2000 - 03/21/2001
NFP SECURITIES, INC. (AUSTIN TX)
CA
06/12/1990 - 06/30/2000
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
IN
11/17/1988 - 06/15/1990
CHUBB SECURITIES CORPORATION (FORT WAYNE IN)
MA
04/29/1986 - 11/17/1988
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
IA
Issued 12/20/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/28/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/14/2014
SIE - Securities Industry Essentials Examination
BC
Issued 04/28/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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