Unclaimed
James Daniel Washnock is a financial advisor with Ausdal Financial Partners, Inc., working in the Valdosta, GA area. James has been a financial advisor for over 25 years, holding licenses in Georgia and Texas, and has experience in both brokerage and advisory services. James has worked with many different clients, including individuals, families, businesses, and non-profits. 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.
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.
Advice on uma platforms
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.
Revenue sharing
1
2
CO
10/28/2024 - Present
Ausdal Financial Partners, Inc. (COLORADO SPRINGS CO)
GA
01/03/2001 - 12/31/2006
FIRST COMMAND FINANCIAL PLANNING, INC. (VALDOSTA GA)
AL
09/18/2000 - 12/07/2000
REGIONS INVESTMENT COMPANY, INC. (BIRMINGHAM AL)
TX
07/08/1997 - 10/02/2000
UNITED SERVICES PLANNING ASSOCIATION, INC. (FORT WORTH TX)
IA
Issued 12/21/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/04/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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