Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Preston Byers is a financial advisor at Merit Financial Advisors. James is a CERTIFIED FINANCIAL PLANNER™ professional with over 20 years of experience in the financial services industry. James is registered to provide investment advice in Georgia and Texas. James has a strong track record of helping clients achieve their financial goals. In addition to providing financial planning services, James also offers portfolio management and investment advisory services. James has a deep understanding of the financial markets and a commitment to providing personalized and customized financial advice to clients.
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.
Consulting fees
1
2
GA
12/01/2023 - Present
Merit Financial Advisors (ALPHARETTA GA)
GA
03/07/2007 - 08/16/2024
LPL FINANCIAL LLC (ATLANTA GA)
GA
03/12/2002 - 03/08/2007
RAYMOND JAMES FINANCIAL SERVICES, INC. (ATLANTA GA)
BC
Issued 02/08/2001
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/05/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/07/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/11/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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