Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Earl Tally is a financial advisor with Signaturefd, LLC based in Atlanta, Georgia. James has been in the industry since 2000 and has extensive experience in providing financial planning, portfolio management, and other advisory services. James is also a Certified Financial Planner, and holds the Series 7, 65, and 66 licenses. James's previous employers include Merrill Lynch, Pierce, Fenner & Smith Incorporated, Banc of America Investment Services, Inc., and SunTrust Securities, Inc.. James is registered to provide investment advice in the state of Georgia.
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.
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
01/07/2013 - Present
Signaturefd, LLC (ATLANTA GA)
GA
10/23/2009 - 07/06/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ATLANTA GA)
GA
10/14/2005 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (ATLANTA GA)
NY
07/17/2003 - 10/17/2005
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
GA
09/08/2000 - 07/21/2003
SUNTRUST SECURITIES, INC. (ATLANTA GA)
IA
Issued 08/19/2003
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 09/14/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/07/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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