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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Henry Amick is an investment advisor representative with J. W. Cole Advisors, Inc. James has been in the industry since 1994 and has experience in financial planning, portfolio management for individuals and businesses, and educational seminars. James Henry Amick is registered with the state of South Carolina and is also registered with FINRA. James Henry Amick has previously worked with LPL FINANCIAL LLC, WELLS FARGO ADVISORS, LLC, and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. James Henry Amick also has experience working with fixed insurance, charitable organizations, pension and profit-sharing plans, and corporations.
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.
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 consulting
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.
1
2
SC
05/10/2019 - Present
J. W. Cole Advisors, Inc. (CHARLESTON SC)
SC
09/12/2012 - 05/29/2019
LPL FINANCIAL LLC (CHARLESTON SC)
SC
10/22/2003 - 09/14/2012
WELLS FARGO ADVISORS, LLC (CHARLESTON SC)
NY
04/13/1994 - 09/10/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 04/21/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/20/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/12/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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