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 Webb is a financial advisor who has been registered with the state of Tennessee since 2013. James works with Virtue Capital Management, LLC and Summit Capital Solutions LLC. James holds the Series 63, 65, 7 and SIE licenses. James works with individuals, corporations, and other businesses. James provides investment advisory services including financial planning and portfolio management.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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
10/30/2013 - Present
Virtue Capital Management, LLC (BRENTWOOD TN)
TN
08/07/2014 - 05/07/2015
PROEQUITIES, INC. (NASHVILLE TN)
TN
02/10/2009 - 08/06/2014
CENTER STREET SECURITIES, INC. (NASHVILLE TN)
BC
Issued 05/21/2009
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/08/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/07/2015
SIE - Securities Industry Essentials Examination
BC
Issued 02/09/2009
Series 7 - General Securities Representative Examination
Active
Inactive
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