Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Milton Pullen is a financial advisor with Homrich Berg. James is a Certified Financial Planner and has been working in the financial industry since 2013. James has a variety of experience working for firms including Secure Life Benefits, RJ Walters & Associates, Wealth 360, LLC, Atlanta Financial Associates and most recently Homrich Berg. James is registered with the state of Georgia. James specializes in providing financial planning and portfolio management services for individuals, businesses, investment companies 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.
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.
Strategic management for diversified investment portfolios.
Bill pay 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.
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GA
12/06/2021 - Present
Homrich Berg (Alpharetta GA)
Active
Inactive
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