Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Webb has been in the financial services industry since 1983. James is currently a Registered Representative with Cambridge Investment Research Advisors, Inc. James is registered in Alabama, Florida, Georgia, Louisiana, Michigan, Mississippi, Nevada, and Tennessee. James holds Series 6, 62, 63, 65, and 22 licenses as well as a SIE. James specializes in Retirement Planning, Asset Allocation, College Savings Planning, Estate Planning, and Insurance. James has experience working with high-net-worth individuals, individuals other than high-net-worth, and charitable organizations.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
AL
04/14/2016 - Present
Cambridge Investment Research Advisors, Inc. (Mobile AL)
AL
12/05/1991 - 04/13/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (MOBILE AL)
GA
05/20/1983 - 11/29/1991
FIRST AMERICAN NATIONAL SECURITIES, INC. (DULUTH GA)
IA
Issued 10/02/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/18/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/07/2018
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 06/05/2001
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 05/18/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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