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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 David Moyes is a financial advisor at World Investment Advisors, LLC, based in Lehi, Utah. James has been working in the financial industry since 2006 and has been a registered investment advisor since 2015. James is also a Certified Financial Planner. James's specializations include investment planning, retirement planning, college savings, and insurance. James has experience working with individuals, families, businesses, and retirement plans.
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
UT
10/30/2015 - Present
World Investment Advisors, LLC (LEHI UT)
UT
10/30/2015 - 09/01/2017
CAPFINANCIAL SECURITIES, LLC. (LEHI UT)
UT
12/04/2008 - 11/02/2015
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (PLEASANT GROVE UT)
UT
07/03/2006 - 12/05/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PROVO UT)
BOTH
Issued 07/21/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/30/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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