Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Llewellyn Story has been a registered investment advisor since June 1999. James has a Series 6, 7, 24, 51, 63, and 65 licenses. James is currently registered with Valic Financial Advisors, Inc. and has been with the firm since April 2014. James also has experience with LPL Financial LLC and Financial Telesis Inc. James is licensed in 39 states and is a registered investment advisor in 36 states. James offers a wide range of advisory services including financial planning, portfolio management for individuals, and selection of other advisors. James is also a member of the Gwinnett County Public Schools Investment Oversight Committee.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Recommend wrap accounts to clients
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.
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2
GA
01/19/2023 - Present
Valic Financial Advisors, Inc. (MACON GA)
GA
11/27/2013 - 04/24/2014
LPL FINANCIAL LLC (ALPHARETTA GA)
GA
09/13/2012 - 11/27/2013
FINANCIAL TELESIS INC (ALPHARETTA GA)
GA
06/08/1999 - 09/13/2012
VALIC FINANCIAL ADVISORS, INC. (MACON GA)
TX
06/08/1999 - 12/31/2001
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
IA
Issued 04/03/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/08/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/01/2015
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 10/11/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/17/2014
Series 7 - General Securities Representative Examination
BC
Issued 06/07/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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