Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Kenneth Spann is an investment advisor representative currently registered with IP Financial Advisory Services LLC. James has been in the financial industry since 1992 and has a strong track record of success. He provides financial planning and consulting services to individuals and businesses. James is committed to helping clients achieve their financial goals. He is a highly motivated and dedicated professional with a passion for helping others.
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.
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 services to qualified retirement plans
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.
Recurring fees
1
2
TN
10/12/2021 - Present
IP Financial Advisory Services LLC (Ooltewah TN)
TN
03/01/2019 - 10/12/2021
WOODBURY FINANCIAL SERVICES, INC. (OOLTEWAH TN)
TN
04/30/2015 - 03/01/2019
QUESTAR CAPITAL CORPORATION (OOLTEWAH TN)
TN
03/17/2015 - 04/24/2015
LEGEND EQUITIES CORPORATION (Ooltewah TN)
TN
01/21/1999 - 03/12/2015
VALIC FINANCIAL ADVISORS, INC. (KNOXVILLE TN)
TX
11/13/1992 - 12/31/2001
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
BOTH
Issued 03/26/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/23/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/11/2001
Series 7 - General Securities Representative Examination
BC
Issued 11/06/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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