Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Irvin has been a registered representative in the financial services industry since 1999. He currently holds Series 63, Series 7, and SIE licenses and is registered to offer securities in Alabama, Florida, Georgia, Iowa, Mississippi, Texas, and Virginia. James has been with LPL Financial since 2012, and previously worked at Morgan Keegan & Company, Inc., Wachovia Securities, LLC, and A.G. Edwards & Sons, Inc. James has a wealth of experience in the financial services industry, and his expertise includes financial planning, portfolio management, pension consulting, and educational seminars. James is committed to helping his clients achieve their financial goals.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
GA
05/18/2015 - Present
LPL Financial LLC (ATLANTA GA)
GA
08/15/2008 - 02/23/2012
MORGAN KEEGAN & COMPANY, INC. (ATLANTA GA)
GA
01/01/2008 - 08/20/2008
WACHOVIA SECURITIES, LLC (ATLANTA GA)
GA
08/14/1999 - 01/03/2008
A. G. EDWARDS & SONS, INC. (ATLANTA GA)
BC
Issued 08/19/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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