Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Eagleton is a financial advisor with Wells Fargo Advisors Financial Network, LLC, located in Tulsa, Oklahoma. James has been working in the financial services industry since May 1982. James has a strong track record of providing financial advice to a wide range of clients, including high-net-worth individuals, corporations, and institutions. James is registered to provide financial services in 42 states and is a licensed broker-dealer.
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.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
OK
06/03/2011 - Present
Wells Fargo Advisors Financial Network, LLC (TULSA OK)
OK
01/01/2008 - 06/03/2011
WELLS FARGO ADVISORS, LLC (TULSA OK)
OK
01/20/1986 - 01/03/2008
A. G. EDWARDS & SONS, INC. (TULSA OK)
NA
05/24/1982 - 01/28/1986
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED
BC
Issued 06/02/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/26/1990
Series 3 - National Commodity Futures Examination
BC
Issued 05/15/1982
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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