Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames David Miller is an investment advisor representative with over 23 years of experience in the financial services industry. James is registered with Osaic Wealth, Inc. in Tennessee and Texas. James has a broad range of experience, having worked with firms such as AXA Advisors, LLC, AMSOUTH INVESTMENT SERVICES, INC. and INVEST FINANCIAL CORPORATION. James has also held a position as a Minister for the United Methodist Church. James is dedicated to providing clients with personalized financial advice and helping them 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.
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.
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
TN
01/24/2025 - Present
Osaic Wealth, Inc. (NASHVILLE TN)
IN
10/28/2003 - 05/25/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NY
03/02/2000 - 11/10/2003
AXA ADVISORS, LLC (NEW YORK NY)
AL
02/14/2000 - 02/28/2000
AMSOUTH INVESTMENT SERVICES, INC. (BIRMINGHAM AL)
WI
02/11/1999 - 02/14/2000
INVEST FINANCIAL CORPORATION (APPLETON WI)
IA
Issued 03/31/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/09/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/29/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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