Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Martin is a financial advisor with over 13 years of experience in the industry. James is registered with Cambridge Investment Research Advisors, Inc. and has a current active registration in both Georgia and Texas. James also previously held registrations with several other firms. James has a strong background in financial planning and portfolio management, and is committed to helping individuals and families achieve their financial goals. He provides a variety of financial services including financial planning, retirement planning, college savings planning, and investment management. James is also a licensed insurance agent. James is committed to providing his clients with personalized financial advice and guidance.
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
GA
07/27/2023 - Present
Cambridge Investment Research Advisors, Inc. (Stockbridge GA)
FL
06/15/2017 - 10/13/2017
AMERITAS INVESTMENT CORP. (Tallahassee FL)
FL
09/27/2012 - 06/23/2017
CCF INVESTMENTS, INC. (Tallahassee FL)
GA
02/13/2007 - 03/11/2009
PFS INVESTMENTS INC. (SUWANEE GA)
IA
Issued 06/19/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/08/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/23/2008
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/26/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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