Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Rhett Lankford is an investment advisor representative with Raymond James Financial Services Advisors, Inc. James has been in the industry since 2007 and has a wide range of experience in financial advising. James holds Series 6, 7, and 63 licenses, as well as the SIE, and is registered to provide investment advice in Colorado, Georgia, Kentucky, South Carolina, Tennessee, and Texas. Prior to joining Raymond James, James was employed by LPL Financial LLC, FTB Advisors, Inc., Cetera Investment Services LLC, First Tennessee Brokerage, Inc., and Planco Financial Services, LLC. James's experience and expertise allow him to provide a comprehensive range of financial planning and investment advisory services to individuals, families, and businesses.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
TN
03/31/2021 - Present
Raymond James Financial Services Advisors, Inc. (Knoxville TN)
TN
02/21/2019 - 01/25/2021
LPL FINANCIAL LLC (KNOXVILLE TN)
TN
04/04/2016 - 02/22/2019
FTB ADVISORS, INC. (KNOXVILLE TN)
TN
01/10/2013 - 03/31/2016
CETERA INVESTMENT SERVICES LLC (KNOXVILLE TN)
TN
04/02/2009 - 12/04/2012
FIRST TENNESSEE BROKERAGE, INC. (CHATTANOOGA TN)
PA
04/04/2007 - 12/15/2008
PLANCO FINANCIAL SERVICES, LLC (WAYNE PA)
IA
Issued 11/19/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/04/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/03/2009
Series 7 - General Securities Representative Examination
BC
Issued 04/03/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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