Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Tidwell is a financial advisor with over 24 years of experience in the financial services industry. James is currently registered with Concurrent Investment Advisors, LLC and has previously held positions with Wells Fargo Advisors Financial Network, LLC, Morgan Stanley and Merrill Lynch, Pierce, Fenner & Smith Incorporated. James is also registered with the state of Florida and Texas. James has a wide range of experience in the financial services industry and is committed to providing his clients with the highest level of service.
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.
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
FL
11/07/2023 - Present
Concurrent Investment Advisors, LLC (Fort Lauderdale FL)
FL
11/01/2017 - 08/07/2023
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (FT LAUDERDALE FL)
FL
06/01/2009 - 11/02/2017
MORGAN STANLEY (FT. LAUDERDALE FL)
FL
05/02/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (FT. LAUDERDALE FL)
FL
10/29/1998 - 05/07/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FORT LAUDERDALE FL)
BOTH
Issued 01/12/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/30/2019
Series 24 - General Securities Principal Examination
BC
Issued 01/17/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/27/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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