Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Harold Elam has been in the financial services industry since November 1999. Elam is registered as a broker with Raymond James Financial Services Advisors, Inc. and as an Investment Advisor Representative in Florida. Elam is also the Director, Officer - President of Berger, Toombs, Elam & Frank, CPA's Chartered and the Partner, Director, Officer - President of Berger, Toombs, Elam, Gaines & Frank, Cpas, Chartered. Elam holds licenses for Series 63, 65, 7 and SIE. Elam is also registered as a broker in 10 states.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
FL
03/31/2009 - Present
Raymond James Financial Services Advisors, Inc. (FORT PIERCE FL)
BC
Issued 01/11/2000
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/17/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/12/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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