Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Kelley Yarbrough is a financial advisor with Money Concepts Capital Corp. with over 39 years of experience in the financial services industry. James is a registered representative with FINRA and holds the following licenses: Series 6, 7, 22, and 63. James's prior experience includes roles at Raymond James Financial Services, Inc., Walnut Street Securities, Inc., IFG Network Securities, Inc., Investors Asset Management, Inc., and The Parkins Investment Securities Corporation. James specializes in financial planning, portfolio management for businesses and individuals. James holds a Series 63 license and has taken the Series SIE exam.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
General consulting 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.
A percentage of the total value of assets under management is charged.
Solicitor fee
1
2
FL
07/01/2010 - Present
Money Concepts Capital Corp. (WINTER PARK FL)
FL
04/01/1992 - 12/31/2009
RAYMOND JAMES FINANCIAL SERVICES, INC. (MAITLAND FL)
CA
04/08/1991 - 03/24/1992
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
GA
10/29/1990 - 04/08/1991
IFG NETWORK SECURITIES, INC. (ATLANTA GA)
NA
02/20/1987 - 11/13/1990
INVESTORS ASSET MANAGEMENT, INC.
NA
08/27/1985 - 01/27/1987
THE PARKINS INVESTMENT SECURITIES CORPORATION
NA
09/12/1983 - 08/22/1985
FIRST AMERICAN NATIONAL SECURITIES, INC.
BC
Issued 09/12/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/1986
Series 7 - General Securities Representative Examination
BC
Issued 06/11/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 09/09/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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