Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Eddins is an investment advisor representative currently associated with Kestra Advisory Services, LLC. James has been in the financial industry since 2006. James is a Certified Financial Planner® and is registered with the following regulatory organizations: * FINRA * MSRB * The State of Alabama * The State of Florida * The State of Georgia * The State of Illinois * The State of Louisiana * The State of Minnesota * The State of Mississippi * The State of Pennsylvania * The State of Tennessee * The State of Texas * The State of Washington * The State of Wisconsin Kestra Advisory Services, LLC is a registered investment adviser. As an investment advisor, Kestra Advisory Services, LLC, provides financial planning services to individuals and families. The firm also provides portfolio management services.
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.
A percentage of the total value of assets under management is charged.
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2
TX
06/29/2021 - Present
Kestra Advisory Services, LLC (AUSTIN TX)
AL
08/07/2009 - 06/22/2021
MORGAN STANLEY (FAIRHOPE AL)
AL
10/25/2006 - 08/11/2009
MORGAN KEEGAN & COMPANY, INC. (MOBILE AL)
BOTH
Issued 01/17/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/25/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 10/24/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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