Invested Better
Unclaimed

Unclaimed

Unclaimed

James Kurt Anderson

Kingswood Capital Partners, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you James? Claim Your Profile

About James Kurt Anderson

James Anderson is a financial advisor in Atlanta, Georgia, with over 10 years of experience in the industry. He has a Series 7 and Series 66 license, and is a Registered Representative with Kingswood Capital Partners, LLC. James has previously worked at firms including Niagara International Capital Limited and Raymond James & Associates, Inc. James is dedicated to helping clients achieve their financial goals.

Firm Information

James Anderson is currently registered with Kingswood Capital Partners, LLC. Kingswood Capital Partners, LLC is a Limited Liability Company formed in 2016 and is registered to do business in all 50 U.S. states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands. The firm is approved by the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

59

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

James Anderson’s Registration & Firm History

GA

06/15/2018 - Present

Kingswood Capital Partners, LLC (Atlanta GA)

NY

01/08/2018 - 06/15/2018

NIAGARA INTERNATIONAL CAPITAL LIMITED (NEW YORK NY)

GA

02/13/2013 - 12/31/2017

RAYMOND JAMES & ASSOCIATES, INC. (ATLANTA GA)

TN

12/19/2006 - 02/13/2013

MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)

Not sure if James Kurt Anderson is right for you?

Licenses & Designations

BOTH

Issued 02/26/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/18/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for James Kurt Anderson.
Not sure if James Kurt Anderson is right for you?