Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Howard Flinchum is a financial advisor registered with Bay Capital Advisors, LLC in Virginia Beach, VA. James has been in the industry since 1985. James holds Series 7, 24, 63, and 66 licenses. James previously worked at BANC of America Investment Services, INC., SUNTRUST SECURITIES, INC., and SOUTHMARK FINANCIAL SERVICES, INC. James Howard Flinchum has worked with high net worth individuals, individuals other than high net worth, charitable organizations, and insurance companies. Bay Capital Advisors, LLC offers a variety of investment services, including financial planning, portfolio management, and educational seminars. The firm manages assets for a range of clients, including individuals, charitable organizations, and insurance companies. The firm’s main office is located in Virginia Beach, VA.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Project based consulting; investment analysis and corporate planning
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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2
VA
07/03/2006 - Present
BAY Capital Advisors, LLC (VIRGINIA BEACH VA)
MA
02/13/2003 - 07/07/2005
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
GA
11/01/2000 - 12/03/2002
SUNTRUST SECURITIES, INC. (ATLANTA GA)
NA
06/18/1985 - 06/21/1989
SOUTHMARK FINANCIAL SERVICES, INC.
BOTH
Issued 01/15/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/26/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/09/1987
Series 24 - General Securities Principal Examination
BC
Issued 10/31/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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