Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames McMurtry is a financial advisor at Wells Fargo Advisors Financial Network, LLC. James is a registered representative with FINRA and has been in the industry since 1989. James has experience working with individuals, high-net-worth individuals, businesses, insurance companies, charitable organizations, and pension and profit-sharing plans. James has been working with Wells Fargo since 2008 and has worked previously with A.G. Edwards & Sons, Inc. and Edward D. Jones & Co., L.P.
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.
Investment consulting services to institutional clients
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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MO
05/14/2010 - Present
Wells Fargo Advisors Financial Network, LLC (KANSAS CITY MO)
MO
01/01/2008 - 05/14/2010
WELLS FARGO ADVISORS, LLC (LIBERTY MO)
MO
07/29/1994 - 01/03/2008
A. G. EDWARDS & SONS, INC. (LIBERTY MO)
MO
03/21/1989 - 09/06/1994
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
BC
Issued 05/06/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/05/1997
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/18/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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