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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 Birdwell is a financial advisor with Raymond James & Associates, Inc., an investment firm with over $433 billion in assets under management. James specializes in a variety of financial services including portfolio management, financial planning, and pension consulting. James has been working in the financial industry since 1988. James is licensed to provide financial advice in 19 states. James also holds the Series 50, 52, 53 and 63 licenses.
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.
Please see note in schedule d - miscellaneous
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.
1
2
TN
04/02/2012 - Present
Raymond James & Associates, Inc. (MEMPHIS TN)
TN
03/29/1988 - 06/20/2013
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
BC
Issued 12/21/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/05/1982
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/27/2017
Series 50 - Municipal Advisor Representative Qualification Exam
BC
Issued 05/02/1982
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
New York Stock Exchange
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