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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Darren Roberson is a financial advisor who has been in the financial services industry since 1999. James is currently registered with LPL Financial LLC and has offices in SPRINGVILLE, TN. James has experience working with clients such as individuals, high-net-worth individuals, corporations, and charitable organizations. James is licensed to offer financial advice in Alabama, California, Florida, Illinois, Indiana, Kentucky, Missouri, North Carolina, Tennessee, Texas, Vermont, and Washington. James offers a range of services including financial planning, portfolio management, consulting, educational seminars, selection of other advisors, and pension consulting. James's experience with various clients, licenses in multiple states and services available to clients gives James the ability to assist a wide range of clients with 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.
Consulting and other non-discretionary advisory services
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.
1
2
TN
01/27/2020 - Present
LPL Financial LLC (SPRINGVILLE TN)
TN
09/07/2011 - 02/14/2018
INVEST FINANCIAL CORPORATION (PARIS TN)
KY
12/12/2005 - 09/06/2011
MORGAN KEEGAN & COMPANY, INC. (MAYFIELD KY)
TX
02/09/2004 - 11/29/2005
INVESTMENT PROFESSIONALS, INC. (SAN ANTONIO TX)
MO
10/13/1999 - 02/06/2004
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 08/02/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/14/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/12/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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