Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Eric Foreman is a financial advisor who has been in the industry since 1989. Currently, James works with Calton & Associates, Inc., a firm with offices in Marble Falls, Texas. Before joining Calton & Associates, Inc., James worked at Dominion Investor Services, Inc. in Gallatin, Tennessee. James has expertise in a variety of financial services, including financial planning and portfolio management.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
TX
06/28/2023 - Present
Calton & Associates, Inc. (Marble Falls TX)
TN
01/02/2003 - 07/20/2023
DOMINION INVESTOR SERVICES, INC. (GALLATIN TN)
MI
02/09/2002 - 11/15/2002
SAMMONS SECURITIES COMPANY, LLC (ANN ARBOR MI)
MI
02/11/2002 - 05/13/2002
SIGMA FINANCIAL CORPORATION (ANN ARBOR MI)
CA
07/29/1999 - 02/09/2002
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
GA
11/09/1992 - 08/17/1999
PFS INVESTMENTS INC. (DULUTH GA)
GA
06/04/1987 - 12/31/1990
FIRST AMERICAN NATIONAL SECURITIES, INC. (DULUTH GA)
BC
Issued 10/31/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/03/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure James Foreman is the right advisor for you? Invested Better is here to help.
