Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Frederic Chetwood iii is a financial advisor who has been in the industry since 2005. James is currently registered with Allworth Financial, LP in Folsom, CA and Durham, NC. James previously worked with PURSHE KAPLAN STERLING INVESTMENTS and WELLS FARGO ADVISORS, LLC. James holds a Series 7, Series 66 and SIE licenses. James also holds a Certified Financial Planner designation. James is registered with the states of Arizona, North Carolina, South Carolina, Tennessee, and Virginia. James is a registered investment advisor. James's specialties include: Portfolio management, financial planning, pension consulting, educational seminars, selection of other advisors, and publication of periodicals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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
CA
06/01/2022 - Present
Allworth Financial, LP (FOLSOM CA)
NC
05/29/2015 - 06/02/2022
PURSHE KAPLAN STERLING INVESTMENTS (Durham NC)
NC
05/09/2005 - 06/01/2015
WELLS FARGO ADVISORS, LLC (DURHAM NC)
BOTH
Issued 07/07/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/07/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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