Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Garland Edwards is an investment advisor representative associated with Truist Advisory Services, Inc. and has been active in the industry since 2001. James Edwards holds a Series 63, Series 65, Series 7 and Series 24 licenses. James Edwards is registered with the state of Georgia as a broker-dealer and an investment advisor. In addition, James Edwards is also registered with the state of Tennessee as a broker-dealer. James Edwards is affiliated with the Truist Advisory Services, Inc. branch located in Atlanta, Georgia.
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.
Wrap fee product and financial profiling services using desktop software
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
GA
09/19/2016 - Present
Truist Advisory Services, Inc. (ATLANTA GA)
IA
Issued 10/11/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/15/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/05/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/05/2006
Series 7 - General Securities Representative Examination
BC
Issued 05/08/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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