Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Luttrell is a financial advisor with Benjamin F. Edwards & Company, Inc. James has been in the industry since 1985. James holds licenses in multiple states and specializes in providing financial planning and investment advice for individuals, businesses, and pension and profit-sharing plans. James has over 20 years of experience at various financial institutions and has been with Benjamin F. Edwards & Company, Inc. since 2013. Prior to that, James was employed at WELLS FARGO ADVISORS, LLC. James has also been a registered representative of other firms including A. G. EDWARDS & SONS, INC., UBS PAINEWEBBER INC., and INTERSTATE/JOHNSON LANE CORPORATION. James's expertise includes helping clients reach their financial goals through customized 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.
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.
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
MO
05/06/2013 - Present
Benjamin F. Edwards & Company, Inc. (ST. LOUIS MO)
FL
01/01/2008 - 05/09/2013
WELLS FARGO ADVISORS, LLC (DESTIN FL)
FL
02/08/2002 - 01/03/2008
A. G. EDWARDS & SONS, INC. (DESTIN FL)
NJ
02/13/1990 - 02/26/2002
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
NC
10/14/1988 - 02/14/1990
INTERSTATE/JOHNSON LANE CORPORATION (CHARLOTTE NC)
NA
07/24/1985 - 10/14/1988
JOHNSON, LANE, SPACE, SMITH & CO., INC.
BC
Issued 08/06/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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