Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Darryl Presley has been in the financial services industry since April 11, 1993. Presley is currently registered with Raymond James Financial Services Advisors, Inc. as a Registered Representative and Investment Advisor Representative. He has held prior positions with LPL Financial LLC, Invest Financial Corporation and Ameristar Capital Markets, Inc. Presley is licensed in 28 states. He specializes in financial planning, portfolio management for individuals and businesses and pension consulting. Presley is committed to providing his clients with personalized financial guidance and investment solutions.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
TN
01/21/2022 - Present
Raymond James Financial Services Advisors, Inc. (Lexington TN)
TN
02/14/2018 - 02/05/2021
LPL FINANCIAL LLC (LEXINGTON TN)
TN
02/01/1997 - 02/14/2018
INVEST FINANCIAL CORPORATION (LEXINGTON TN)
NA
04/12/1993 - 02/01/1997
AMERISTAR CAPITAL MARKETS, INC.
IA
Issued 06/21/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/16/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/16/1993
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/08/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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