Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Oliver Sandlin is a financial professional with over 18 years of experience in the financial services industry. James is currently registered with Focus Strategies Merchant Banking, LLC in Austin, TX and is Series 7, 24, 63, 79 and SIE licensed. James has also held previous positions with SEQUENCE FINANCIAL SPECIALISTS LLC, ABSHIER WEBB DONNELLY & BAKER, INC., and BRIDGEMARK CAPITAL, LP. James is licensed in Oregon and Texas.
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.
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.
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2
TX
03/16/2017 - Present
Focus Strategies Merchant Banking, LLC (AUSTIN TX)
TX
03/11/2014 - 05/31/2016
SEQUENCE FINANCIAL SPECIALISTS LLC (Austin TX)
TX
09/03/2008 - 01/26/2012
ABSHIER WEBB DONNELLY & BAKER, INC. (AUSTIN TX)
CA
03/15/2002 - 08/07/2008
BRIDGEMARK CAPITAL, LP (IRVINE CA)
BC
Issued 12/18/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/06/2001
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/11/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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