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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 Burney is a financial advisor with Vanguard Advisers, Inc., a registered investment advisor located in Malvern, Pennsylvania. James is a Certified Financial Planner™ and has been working in the industry since 2001. James's clients include high net worth individuals, charitable organizations, pension and profit sharing plans, corporations and other businesses, and individuals other than high net worth. James provides financial planning, portfolio management for individuals, businesses, and pooled investment vehicles, and selection of other advisers services.
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.
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
NC
08/25/2016 - Present
Vanguard Advisers, Inc. (Charlotte NC)
CO
08/31/2007 - 07/12/2016
USAA FINANCIAL ADVISORS, INC. (COLORADO SPRINGS CO)
AZ
06/03/2003 - 10/15/2007
USAA INVESTMENT MANAGEMENT COMPANY (PHOENIX AZ)
KS
07/11/2001 - 05/07/2003
WADDELL & REED, INC. (OVERLAND PARK KS)
BOTH
Issued 07/27/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/10/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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