Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Mercer Treadwell is a financial advisor with Wealth Enhancement Advisory Services, LLC. He has been in the industry since July 2000 and has experience working with individuals, high-net-worth individuals, corporations, and pension and profit-sharing plans. James is a Chartered Financial Analyst. He has been a Vice President of The Cancer Foundation in Athens, Georgia since 2017, providing financial assistance to cancer patients.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Erisa 3(38) investment manager
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 received from third party investment advisors
1
2
GA
10/23/2024 - Present
Wealth Enhancement Advisory Services, LLC (ATHENS GA)
GA
01/14/2010 - 01/29/2018
SILVER OAK SECURITIES, INCORPORATED (ATHENS GA)
GA
04/03/2006 - 11/12/2009
AMERICAN SECURITIES GROUP, INC. (ATHENS GA)
MO
07/17/2000 - 04/04/2006
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
BC
Issued 04/28/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/22/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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