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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 Hunter Graham is an investment advisor representative with Benjamin F. Edwards & Company, Inc. James has been in the industry since January 2001 and has experience with a variety of financial products and services. James holds Series 3, 7, 63, and 66 licenses as well as the SIE designation. James specializes in a wide range of financial needs including portfolio management for individuals and businesses, financial planning, and pension consulting. James is registered in Arizona, California, Colorado, Florida, Kansas, Kentucky, Michigan, Mississippi, Missouri, New Mexico, Ohio, Oklahoma, Pennsylvania, Texas, Virginia, and Washington. James has a history of working with clients in a variety of sectors including high net worth individuals, corporations, and pension plans.
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.
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
MO
06/18/2014 - Present
Benjamin F. Edwards & Company, Inc. (ST. LOUIS MO)
TX
01/01/2008 - 06/19/2014
WELLS FARGO ADVISORS, LLC (SHERMAN TX)
TX
01/09/2001 - 01/03/2008
A. G. EDWARDS & SONS, INC. (SHERMAN TX)
BOTH
Issued 08/26/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/09/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/2011
Series 3 - National Commodity Futures Examination
BC
Issued 01/08/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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