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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 Kinsey is a financial advisor with over 25 years of experience in the industry. James is currently registered with LPL Financial LLC and has been with the firm since June 2011. Previously, James has worked with BB&T Investment Services, Inc., Wachovia Securities, Inc., Wachovia Brokerage Service, EQ Financial Consultants, Inc., and The Equitable Life Assurance Society of the United States. James has a wide range of experience in providing financial advice to individuals, businesses, and institutions. James holds Series 7, 6, 63, and 65 licenses and the SIE exam. James provides financial planning, investment management, and other advisory services to clients.
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.
Consulting and other non-discretionary advisory services
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.
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2
NC
04/05/2021 - Present
LPL Financial LLC (FAYETTEVILLE NC)
NC
02/08/2001 - 06/08/2011
BB&T INVESTMENT SERVICES, INC. (RAEFORD NC)
NC
02/14/2000 - 02/28/2001
WACHOVIA SECURITIES, INC. (CHARLOTTE NC)
NC
08/12/1998 - 02/14/2000
WACHOVIA BROKERAGE SERVICE (WINSTON SALEM NC)
NY
02/15/1995 - 09/30/1997
EQ FINANCIAL CONSULTANTS, INC. (NEW YORK NY)
NY
02/15/1995 - 09/30/1997
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BOTH
Issued 04/05/2005
Series 66 - Uniform Combined State Law Examination
IA
Issued 10/04/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/14/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/1998
Series 7 - General Securities Representative Examination
BC
Issued 02/14/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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