Unclaimed
James Padgett Luttrell is a registered representative and investment advisor representative associated with Benjamin F. Edwards & Company, Inc. located in Destin, Florida. James has 7 years of experience in the securities industry. James holds the Series 7TO, Series 66, and SIE licenses and has been active in the financial services industry since 2014. James specializes in financial planning, portfolio management, and retirement planning. James serves a variety of clients including individuals, corporations, and retirement plans.
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
FL
03/11/2022 - Present
Benjamin F. Edwards & Company, Inc. (DESTIN FL)
BOTH
Issued 01/20/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/23/2021
Series 7TO - General Securities Representative Examination
BC
Issued 02/25/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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