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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 Conrod is a financial advisor with Truist Advisory Services, Inc. based in ALPHARETTA, GA. James has been in the financial services industry since 1994. James is a Certified Financial Planner® professional. James specializes in providing financial advice to individuals and businesses. James also provides portfolio management, financial planning and wrap fee product services. James is licensed to provide financial services in 49 states and the District of Columbia.
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.
Wrap fee product and financial profiling services using desktop software
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
GA
02/17/2021 - Present
Truist Advisory Services, Inc. (ALPHARETTA GA)
VA
04/21/2015 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
GA
08/22/2013 - 10/16/2014
FIDELITY BROKERAGE SERVICES LLC (DUNWOODY GA)
GA
12/21/1998 - 06/13/2013
CHARLES SCHWAB & CO., INC. (SANDY SPRINGS GA)
MO
09/08/1994 - 08/05/1998
AMERICAN CENTURY INVESTMENT SERVICES INC. (KANSAS CITY MO)
IA
Issued 01/23/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/23/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/09/1998
Series 7 - General Securities Representative Examination
BC
Issued 09/07/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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