Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Robert Barnes is a financial advisor who is currently registered with Truist Advisory Services, Inc. James has been a registered representative in the securities industry since March 18, 2002. James is licensed to provide financial advice in 35 states including Virginia, Texas, and Rhode Island. James has passed several industry exams, including the Series 66, Series 10, Series 9, Series 31, and Series 7 exams. James has a proven track record of success in the financial services industry and is committed to providing his clients with the highest quality of service.
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.
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.
Wrap fee product and financial profiling services using desktop software
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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VA
02/17/2021 - Present
Truist Advisory Services, Inc. (Blacksburg VA)
VA
01/02/2013 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
VA
03/19/2002 - 01/02/2013
SCOTT & STRINGFELLOW, LLC (BLACKSBURG VA)
BOTH
Issued 04/12/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/03/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/28/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/07/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 03/18/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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