Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Danford is a financial advisor with LPL Financial LLC. James is a CERTIFIED FINANCIAL PLANNER™ professional. James has been in the financial industry since 2001. James is registered to provide securities and advisory services in Alabama, California, Florida, Georgia, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Texas, and Virginia. James has earned Series 6, 7, 63 and 65 licenses. James is also a member of the Financial Planning Association of South Carolina.
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.
Consulting and other non-discretionary advisory services
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.
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2
SC
07/21/2021 - Present
LPL Financial LLC (COLUMBIA SC)
SC
08/10/2001 - 07/21/2021
WADDELL & REED (FOREST ACRES SC)
IA
Issued 10/17/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/05/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/2009
Series 7 - General Securities Representative Examination
BC
Issued 08/09/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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