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James Eric Lundin

Farmers Financial Solutions, LLC

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About James Eric Lundin

James Eric Lundin is a financial professional with over 20 years of experience in the industry. James is currently registered with Farmers Financial Solutions, LLC. James is a Series 7, 63, and 66 licensed representative. Before joining Farmers Financial Solutions, LLC, James was employed with CHARLES SCHWAB & CO., INC. James holds a SIE license. James has a strong background in the securities industry. James is committed to providing his clients with the highest level of service and expertise.

Firm Information

James Lundin is currently registered with Farmers Financial Solutions, LLC. Farmers Financial Solutions, LLC is a Limited Liability Company formed in December 1999. The firm is registered in all 50 U.S. states and the District of Columbia and is also registered with the Securities and Exchange Commission.

Not reported

Assets Under Management

Not reported

Total Clients

2,991

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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James Lundin’s Registration & Firm History

CO

02/22/2005 - Present

Farmers Financial Solutions, LLC (DENVER CO)

TX

11/21/2000 - 11/24/2004

CHARLES SCHWAB & CO., INC. (WESTLAKE TX)

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Licenses & Designations

BOTH

Issued 06/07/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/04/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/20/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for James Eric Lundin.
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