Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Keith Wilkins is a financial advisor with LPL Financial LLC. James is a registered representative with LPL Financial LLC since September 2013. James has been in the industry since March 2001 and has been registered in Alabama, Florida, Georgia, Kentucky, Ohio, and Tennessee. James holds Series 7 and Series 66 licenses and has been a registered investment advisor since September 2013. James also has been employed by Raymond James Financial Services, Inc., Banc of America Investment Services, Inc., and Morgan Keegan & Company, Inc. James is currently registered as an investment advisor representative in Tennessee.
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.
1
2
TN
09/26/2013 - Present
LPL Financial LLC (GOODLETTSVILLE TN)
TN
08/09/2007 - 09/27/2013
RAYMOND JAMES FINANCIAL SERVICES, INC. (FRANKLIN TN)
TN
07/16/2004 - 08/09/2007
BANC OF AMERICA INVESTMENT SERVICES, INC. (HENDERSONVILLE TN)
TN
03/01/2001 - 08/06/2004
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
BOTH
Issued 03/27/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/28/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure James Wilkins is the right advisor for you? Invested Better is here to help.
