Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Garrison is a financial advisor working at Silver OAK Securities, Inc. in Chapel Hill, Tennessee. James has been in the financial services industry since May 22, 1985 and has been registered with Silver OAK Securities, Inc. since September 16, 2020. James is licensed to provide investment advice in Alabama, Illinois, North Carolina, and Tennessee.
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.
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.
A percentage of the total value of assets under management is charged.
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2
TN
09/16/2020 - Present
Silver OAK Securities, Inc. (Chapel Hill TN)
TN
09/25/2014 - 09/04/2020
THURSTON SPRINGER FINANCIAL (Chapel Hill TN)
TN
08/04/2000 - 09/29/2014
H. BECK, INC. (CHAPEL HILL TN)
TX
06/01/1998 - 08/28/2000
AMERICAN GENERAL FINANCIAL ADVISORS, INC. (HOUSTON TX)
TX
05/13/1985 - 08/28/2000
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
IA
Issued 12/27/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/13/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/02/1990
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/17/2001
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 05/10/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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