Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Wynn is a registered investment advisor representative with Alight Financial Advisors, LLC. James has been in the industry since 2021. James holds the Series 7TO, Series 63, and Series 65 licenses. James is registered with the states of North Carolina and South Carolina. James's specializations include retirement planning, college savings, and estate planning. James is also a bookkeeper for Carolina Tarps.
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.
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.
A percentage of the total value of assets under management is charged.
Set-up fees and related services
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2
SC
01/22/2025 - Present
Alight Financial Advisors, LLC (Greenville SC)
BC
Issued 05/17/2024
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 01/28/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/02/2024
Series 7TO - General Securities Representative Examination
BC
Issued 09/30/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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