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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 Delacy Sandlin is an investment advisor representative at Osaic Wealth, Inc., based in Cary, NC. James has been in the financial services industry since 1983. He is registered in Arizona, California, Florida, Georgia, Kentucky, New York, North Carolina, and Virginia. James specializes in financial planning, retirement planning, investment management, and college savings. James is a Certified Financial Planner™ professional and has experience working with individuals and families.
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
NC
06/14/2024 - Present
Osaic Wealth, Inc. (CARY NC)
NC
07/17/2020 - 06/14/2024
SECURITIES AMERICA, INC. (CARY NC)
NC
10/04/1991 - 07/17/2020
INVESTACORP, INC. (CARY NC)
NA
10/24/1988 - 10/17/1991
FSC SECURITIES CORPORATION
GA
08/02/1984 - 10/17/1991
FSC SECURITIES CORPORATION (ATLANTA GA)
NA
10/06/1988 - 10/31/1988
THE PLANNER'S SECURITIES GROUP, INC.
NA
01/19/1983 - 09/05/1984
MARION BASS SECURITIES CORPORATION
BOTH
Issued 05/03/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/09/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/25/1997
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/15/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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