Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Bailey is a financial advisor with over 30 years of experience in the financial services industry. James currently works with Brookstone Wealth Advisors, LLC and Talon Private Wealth, LLC. James is a registered Investment Advisor Representative in California, Florida and Iowa. James specializes in providing financial planning, portfolio management, and educational seminars to individuals and businesses. James is dedicated to helping clients achieve their financial goals.
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.
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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FL
04/25/2019 - Present
Brookstone Wealth Advisors, LLC (THE VILLAGES FL)
CA
06/11/2009 - 12/23/2009
R.W. TOWT & ASSOCIATES (SAN DIEGO CA)
FL
06/16/2006 - 06/12/2007
EMMETT A LARKIN COMPANY, INC. (TAMPA FL)
TX
09/22/2005 - 02/27/2006
SALOMON GREY FINANCIAL CORPORATION (DALLAS TX)
TX
03/28/2003 - 08/04/2003
SALOMON GREY FINANCIAL CORPORATION (DALLAS TX)
FL
06/11/1999 - 04/05/2001
STELLAR INVESTMENTS, INC. (TAMPA FL)
CO
10/04/1996 - 06/04/1997
COHIG & ASSOCIATES, INC. (ENGLEWOOD CO)
TX
07/05/1995 - 11/05/1996
DALLAS RESEARCH & TRADING, INC. (DALLAS TX)
NJ
09/26/1994 - 06/29/1995
INVESTORS ASSOCIATES, INC. (HACKENSACK NJ)
FL
12/15/1993 - 09/23/1994
TAJ GLOBAL EQUITIES, INC. (TAMPA FL)
NA
07/16/1991 - 12/08/1993
J. GREGORY & COMPANY, INC.
FL
05/24/1991 - 07/30/1991
BARRON CHASE SECURITIES, INC. (BOCA RATON FL)
CO
11/27/1990 - 02/27/1991
CHATFIELD DEAN & CO., INC. (GREENWOOD VILLAGE CO)
CO
07/24/1985 - 12/03/1990
THE STUART-JAMES COMPANY, INCORPORATED (DENVER CO)
IA
Issued 03/23/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/21/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/26/1987
Series 24 - General Securities Principal Examination
BC
Issued 07/20/1985
Series 7 - General Securities Representative Examination
Active
Inactive
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