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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Mcrae Izett is a financial advisor who has been in the industry since 1980. James is a Chartered Financial Consultant and is currently registered as an Investment Advisor Representative with OneDigital Investment Advisors. James has previously worked for INDEPENDENT FINANCIAL GROUP, LLC, FINANCIAL TELESIS INC, AXA ADVISORS, LLC, and THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES. James offers financial planning, pension consulting, selection of other advisers, and portfolio management for individuals, businesses, and pooled investment vehicles.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
KS
05/12/2017 - Present
Onedigital Investment Advisors (OVERLAND PARK KS)
GA
08/06/2014 - 05/01/2017
INDEPENDENT FINANCIAL GROUP, LLC (Lawrenceville GA)
GA
04/09/2012 - 08/05/2014
FINANCIAL TELESIS INC (LILBURN GA)
GA
10/20/1980 - 03/21/2012
AXA ADVISORS, LLC (LILBURN GA)
NY
07/28/1980 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 02/01/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/18/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/01/2017
SIE - Securities Industry Essentials Examination
BC
Issued 06/15/1985
Series 7 - General Securities Representative Examination
BC
Issued 07/18/1980
Series 1 - Registered Representative Examination
Active
Inactive
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