Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Michael Burness is a financial advisor based in Birmingham, AL. James has been in the industry since 1981 and has experience with various financial products and services. James currently works with Dublin Wealth Management, Inc., where they provide investment advisory services to individuals and businesses. James is a Registered Investment Advisor (RIA) and has a broad understanding of financial planning and investment strategies.
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.
Consulting services
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.
1
2
AL
01/24/2023 - Present
Dublin Wealth Management, Inc. (BIRMINGHAM AL)
OH
01/04/2002 - 12/31/2005
AURA FINANCIAL SERVICES, INC. (DUBLIN OH)
CT
09/06/1995 - 01/25/2002
ADVEST, INC. (HARTFORD CT)
NY
12/11/1981 - 09/05/1995
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NA
02/18/1981 - 09/03/1981
IDS LIFE INSURANCE COMPANY
NA
02/18/1981 - 09/03/1981
IDS MARKETING CORPORATION
NA
02/18/1981 - 09/03/1981
INVESTORS DIVERSIFIED SERVICES, INC.
IA
Issued 10/17/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/13/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/08/1992
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 11/21/1981
Series 7 - General Securities Representative Examination
BC
Issued 02/13/1981
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure James Burness is the right advisor for you? Invested Better is here to help.
