Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Rainer Twiford is an investment advisor representative with Brookline Investments, Inc. located in Birmingham, Alabama. James has been in the industry since 1993 and has worked for several other firms including Brookline Group, LLC, Coltin Securities, LLC, NBC Securities, Inc., Securities Service Network, Inc., and Progressive Capital Securities Corporation. James has a Series 3, 7, 24, 63, 65, 99TO, and SIE license. James has been registered with the state of Alabama since 2000. James also serves as CEO of Brookline Financial Partners, Inc., a holding company for Brookline Investments, Inc., and as a member of the managing member of several private funds where Brookline Investments, Inc. is the investment advisor. James is also a Board Member of Tracon Pharmaceuticals, Inc., and a Member of the Advisory Committee of McRae Farms Trust.
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.
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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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Private fund incentive fees
1
2
AL
10/04/2023 - Present
Brookline Investments, Inc. (Birmingham AL)
AL
01/26/2011 - 12/20/2018
BROOKLINE GROUP, LLC (BIRMINGHAM AL)
AL
04/20/2010 - 01/20/2011
COLTIN SECURITIES, LLC (BIRMINGHAM AL)
AL
12/11/1997 - 07/23/2008
NBC SECURITIES, INC. (BIRMINGHAM AL)
TN
08/24/1995 - 11/19/1997
SECURITIES SERVICE NETWORK, INC. (KNOXVILLE TN)
NA
02/25/1993 - 08/28/1995
PROGRESSIVE CAPITAL SECURITIES CORPORATION
IA
Issued 04/26/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/09/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/21/1994
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/22/1993
Series 7 - General Securities Representative Examination
BC
Issued 01/23/1992
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
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