Unclaimed
James Harry Cribbs is a financial advisor with over 30 years of experience in the financial services industry. He is currently registered with Raymond James Financial Services Advisors, Inc. and holds a Series 7, Series 10, Series 31, Series 63 and Series 66 license. James Harry Cribbs is also a Registered Investment Advisor and is registered in Missouri and Texas. He has previously been employed by Morgan Stanley DW INC. in Purchase, NY. James Harry Cribbs provides financial planning, portfolio management, and investment advisory services to individuals, corporations, businesses, and pension and profit sharing plans. He is committed to providing his clients with personalized financial advice and solutions.
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
MO
01/03/2019 - Present
Raymond James Financial Services Advisors, Inc. (Saint Louis MO)
NY
06/25/1992 - 11/21/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 06/27/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/08/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/08/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/13/2020
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/31/1994
Series 31 - Futures Managed Funds Examination
BC
Issued 06/23/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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