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James Richard Beckham

Southeast Investments, N.c., Inc.

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About James Richard Beckham

James Beckham is a financial advisor with over 30 years of experience in the industry. James currently works with Southeast Investments, N.c., Inc. and is registered in South Carolina. James has been providing financial advice since 1988. James has a strong understanding of the investment industry, holding licenses for securities and investment company products/variable contracts. James also offers financial planning and portfolio management services to individuals and businesses.

Firm Information

James Beckham is currently registered with Southeast Investments, N.c., Inc.. Southeast Investments, N.c., Inc. is a Corporation that was formed on December 6, 1996. They are a registered investment advisor with the SEC and all 51 states. They provide financial planning, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. They also offer wrap fee program participation.

Not reported

Assets Under Management

Not reported

Total Clients

45

Total Financial Advisors

Services Offered

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Offer products as a b/d on a commission basis

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James Beckham’s Registration & Firm History

NC

06/13/2003 - Present

Southeast Investments, N.c., Inc. (CHARLOTTE NC)

PA

11/02/1998 - 01/24/2003

HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)

CT

08/15/1988 - 12/31/1997

WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)

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Licenses & Designations

BC

Issued 06/21/1988

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/12/1988

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for James Richard Beckham.
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