Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Tuohey is a financial advisor with Garland & Greenwood Wealth Advisors LLC. James is a registered representative with the state of Arkansas. James has been in the financial services industry since 2007. Previously, James worked at UVEST Financial Services Group, Inc., First Dominion Capital Corp., ProEquities, Inc., First Midwest Securities, Inc., and Sandlapper Securities, LLC. James is a graduate of the University of Virginia. James is committed to providing his clients with personalized financial advice and guidance.
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.
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.
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.
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AR
01/01/2025 - Present
Garland AND Greenwood Wealth Advisors LLC (ROLAND AR)
SC
10/17/2012 - 09/03/2013
SANDLAPPER SECURITIES, LLC (GREENVILLE SC)
IL
04/05/2011 - 09/25/2012
FIRST MIDWEST SECURITIES, INC. (BLOOMINGTON IL)
VA
06/08/2010 - 04/08/2011
PROEQUITIES, INC. (RICHMOND VA)
VA
07/09/2009 - 05/21/2010
UVEST FINANCIAL SERVICES GROUP, INC. (RICHMOND VA)
VA
08/02/2007 - 02/04/2009
FIRST DOMINION CAPITAL CORP. (RICHMOND VA)
BOTH
Issued 05/05/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/28/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/27/2008
Series 27 - Financial and Operations Principal Examination
BC
Issued 12/27/2007
Series 24 - General Securities Principal Examination
BC
Issued 11/19/2007
Series 7 - General Securities Representative Examination
BC
Issued 02/19/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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