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James Mcgee Walker

Strategic Advisory Services

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About James Mcgee Walker

James McGee Walker is a financial advisor registered in 35 states and two other jurisdictions. James has been in the industry since 1995 and has experience with Strategic Advisory Services, BANC OF AMERICA INVESTMENT SERVICES, INC., RAYMOND JAMES & ASSOCIATES, INC., and other companies. James is a licensed representative of Strategic Advisory Services, a registered investment advisor firm. James McGee Walker provides investment advisory services through Strategic Advisory Services LLC.

Firm Information

James Walker is currently registered with Strategic Advisory Services. Strategic Advisory Services is a registered investment advisor with the SEC based in Memphis, TN. They have 3 licensed agents, 10 investment advisor representatives, 6 registered representatives, 10 investment advisory functions, and 4 advisor representatives for other investment advisors. They provide advisory services in portfolio management for individuals, selection of other advisers, and other services that include derivatives involving covered call option strategies. They manage approximately $177,512,000 in discretionary assets for 525 accounts. Their client base consists of 47 high-net-worth individuals, 140 individuals other than high-net-worth, and 2 charitable organizations.
Strategic Advisory Services

6465 QUAIL HOLLOW ROAD

MEMPHIS, TN 38120

$177.51M

Assets Under Management

120

Total Clients

11

Total Financial Advisors

Services Offered

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.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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derivatives involving covered call option strategies

Derivatives involving covered call option strategies

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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James Walker’s Registration & Firm History

TN

04/05/2017 - Present

Strategic Advisory Services (MEMPHIS TN)

TN

11/10/2004 - 01/04/2007

BANC OF AMERICA INVESTMENT SERVICES, INC. (MEMPHIS TN)

FL

08/20/2001 - 11/23/2004

RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)

MS

10/08/1999 - 08/22/2001

BANCORPSOUTH INVESTMENT SERVICES, INC. (JACKSON MS)

MS

12/05/1996 - 10/05/1999

TRUSTMARK FINANCIAL SERVICES, INC. (JACKSON MS)

NY

03/28/1996 - 03/29/1996

DIME SECURITIES OF NY, INC. (BROOKLYN NY)

NA

06/30/1986 - 12/10/1986

FIRST FUNDS INCORPORATED

NA

05/22/1984 - 11/23/1984

BRENNER STEED, INC.

NA

05/16/1983 - 12/06/1983

BRENNER STEED, INC.

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Licenses & Designations

IA

Issued 12/24/1997

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/06/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/16/1998

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/13/2007

Series 31 - Futures Managed Funds Examination

BC

Issued 02/26/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 4 public disclosures for James Mcgee Walker. Review regulatory record here.
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