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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Dillard is an investment advisor representative at AE Wealth Management, LLC. James has been in the industry for over 20 years and has experience working with individuals, families, and small businesses. James is registered with the state of Florida and Texas and offers a variety of services, including financial planning, portfolio management, and insurance sales. James also works with clients on retirement planning, college savings, and estate planning. James is committed to providing clients with personalized advice and guidance to help them achieve their financial goals.
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.
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2
FL
07/17/2024 - Present
AE Wealth Management, LLC (Clermont FL)
VT
09/25/2001 - 05/21/2004
EQUITY SERVICES, INC. (MONTPELIER VT)
NY
01/01/1996 - 08/21/1998
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
NY
12/15/1995 - 08/21/1998
EQ FINANCIAL CONSULTANTS, INC. (NEW YORK NY)
IA
Issued 07/14/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/14/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/24/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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