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 Vanke is a financial advisor who has been in the industry since 2009. James is currently registered with World Investment Advisors, LLC in Georgia. James has been with World Investment Advisors, LLC since 2016. Prior to that James was affiliated with CAPFINANCIAL SECURITIES, LLC., LPL FINANCIAL LLC, COMMONWEALTH FINANCIAL NETWORK, AMERICAN EXPRESS FINANCIAL ADVISORS INC., and IDS LIFE INSURANCE COMPANY. James holds the Series 66, Series 7 and SIE licenses. James's firm offers a wide range of services including financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses, portfolio management for individuals, and portfolio management for pooled investment vehicles.
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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GA
04/15/2016 - Present
World Investment Advisors, LLC (ATLANTA GA)
NC
07/31/2015 - 09/01/2017
CAPFINANCIAL SECURITIES, LLC. (RALEIGH NC)
GA
05/01/2014 - 07/07/2015
LPL FINANCIAL LLC (SAINT SIMONS ISLAND GA)
GA
09/08/2011 - 05/01/2014
COMMONWEALTH FINANCIAL NETWORK (ALPHARETTA GA)
MN
08/20/2002 - 04/17/2003
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
08/20/2002 - 04/17/2003
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 09/15/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/06/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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