Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Luel Poole is a financial advisor with Raymond James Financial Services Advisors, Inc. based in Moultrie, GA. James has been in the industry for over a decade and has a strong background in investment advising. James is a registered representative with the state of Georgia and Florida. He has a Series 7 and Series 66 license. James has previously worked with Edward Jones and has experience in providing financial advice to individuals, businesses, and institutions. James is also a director of a non-profit organization. James has experience providing advice in areas including financial planning, pension consulting, and portfolio management.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
GA
02/22/2016 - Present
Raymond James Financial Services Advisors, Inc. (Moultrie GA)
FL
08/12/2010 - 08/03/2015
EDWARD JONES (LAKE CITY FL)
BOTH
Issued 08/25/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/11/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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