Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Lee Wilson is a financial advisor registered with G. A. Repple & Co. with over 20 years of experience in the industry. James specializes in providing financial planning, investment management, and educational seminars to individuals and businesses. James has a strong background in investment products and services, and is committed to providing his clients with personalized advice and guidance. James has passed the Series 6, Series 7, and Series 63 exams and is registered with the states of Alabama and Georgia. James previously worked at SUNSET FINANCIAL SERVICES, INC. and LIFEMARK SECURITIES CORP. James is committed to helping his clients achieve their financial goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
Third party asset management, services
1
2
GA
10/28/2014 - Present
G. A. Repple & Co. (Savannah GA)
GA
05/23/2003 - 10/29/2014
SUNSET FINANCIAL SERVICES, INC. (SAVANNAH GA)
NY
01/17/2002 - 05/30/2003
LIFEMARK SECURITIES CORP. (ROCHESTER NY)
BC
Issued 03/21/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/2005
Series 7 - General Securities Representative Examination
BC
Issued 01/16/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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