Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Devins iii is a financial advisor with William Blair. James has been in the industry since 1982. James has a broad range of experience in financial services, having previously worked at UBS Financial Services Inc., RBC Dain Rauscher Inc., Tucker Anthony Incorporated and Merrill Lynch, Pierce, Fenner & Smith Incorporated. James is registered to provide investment advice and securities brokerage services in multiple states, including Illinois, Massachusetts, Arizona, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Maine, Maryland, Michigan, Minnesota, Missouri, Montana, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Oregon, Pennsylvania, Rhode Island, South Dakota, Tennessee, Texas, Vermont, Virginia, Washington and Wisconsin.
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.
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.
Equity research services
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.
1
2
IL
04/18/2019 - Present
William Blair (CHICAGO IL)
MA
08/19/2005 - 06/01/2017
UBS FINANCIAL SERVICES INC. (BOSTON MA)
NY
03/09/2002 - 09/07/2005
RBC DAIN RAUSCHER INC. (NEW YORK NY)
MA
04/09/1986 - 03/09/2002
TUCKER ANTHONY INCORPORATED (BOSTON MA)
NA
07/07/1983 - 04/23/1986
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NA
04/28/1982 - 05/16/1983
FIDELITY DISTRIBUTORS CORPORATION
IA
Issued 12/02/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/11/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/07/2022
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/1982
Series 7 - General Securities Representative Examination
BC
Issued 04/27/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
NYSE Chicago, Inc.
N
Nasdaq Stock Market
N
New York Stock Exchange
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