Unclaimed
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.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Derivatives involving covered call option strategies
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.
A percentage of the total value of assets under management is charged.
1
2
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.
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
Active
Inactive
F
FINRA
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