Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames McGuire Cann is a financial advisor with Truist Advisory Services, Inc. based in Richmond, Virginia. James has been in the financial services industry for over 20 years. James has a broad range of experience working with individuals, corporations, and institutions. James has experience working with various types of clients, including high-net-worth individuals, corporations, and charitable organizations. James specializes in financial planning, portfolio management, and publication of periodicals. Prior to joining Truist Advisory Services, Inc., James worked at Scott & Stringfellow, Inc., and Credit Suisse Securities (USA) 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.
Comprehensive financial plans to help you achieve your personal and business goals.
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.
Wrap fee product and financial profiling services using desktop software
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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VA
08/18/2016 - Present
Truist Advisory Services, Inc. (RICHMOND VA)
NY
11/15/2002 - 01/09/2009
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
VA
05/05/1999 - 06/06/2000
SCOTT & STRINGFELLOW, INC. (RICHMOND VA)
VA
09/30/1998 - 05/05/1999
SCOTT & STRINGFELLOW, INC. (RICHMOND VA)
IA
Issued 08/18/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/09/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/02/2007
Series 3 - National Commodity Futures Examination
BC
Issued 10/04/2002
Series 7 - General Securities Representative Examination
Active
Inactive
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