Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Graham is a financial advisor at Cambridge Investment Research Advisors, Inc. with over 17 years of experience in the industry. James has a Series 7, Series 24, and Series 66 licenses and has a strong background in providing financial planning, portfolio management, and educational seminars to individual clients and their families. James previously worked at Raymond James & Associates, Inc., LPL Financial LLC and Voya Financial Advisors, Inc. James has a strong track record of helping clients reach their financial goals. James is licensed to provide advisory services in Georgia and Oklahoma.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
GA
05/16/2023 - Present
Cambridge Investment Research Advisors, Inc. (Atlanta GA)
FL
08/11/2022 - 05/22/2023
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
SC
08/21/2017 - 07/05/2022
LPL FINANCIAL LLC (FORT MILL SC)
OK
12/12/2005 - 08/18/2017
VOYA FINANCIAL ADVISORS, INC. (NORMAN OK)
BOTH
Issued 01/12/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/23/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/10/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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