Unclaimed
James Eric Burnham is a financial professional with over 25 years of experience in the industry. James has been registered with State Farm Investment Management Corp. since 2018 and has also been registered with BANC ONE SECURITIES CORPORATION and GNA SECURITIES, INC. in the past. James is currently registered in Arkansas, Louisiana and Texas. James holds Series 6, 7, 63 and SIE licenses. James is a licensed insurance agent in Louisiana and owns a State Farm insurance agency in Moss Bluff, LA. James specializes in portfolio management for individuals and investment companies.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
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2
LA
06/02/2020 - Present
State Farm Investment Management Corp. (Moss Bluff LA)
IL
10/24/1997 - 05/12/2004
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
VA
10/06/1993 - 04/05/1995
GNA SECURITIES, INC. (GLEN ALLEN VA)
BC
Issued 06/23/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/23/1997
Series 7 - General Securities Representative Examination
BC
Issued 10/04/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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