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 Blandford is a financial advisor with over 15 years of experience in the financial industry. Currently, James works with Robert W. Baird & Co. Inc. in Bellevue, Idaho and is also registered in Colorado and Wisconsin. James's previous experience includes time at Wachovia Capital Markets, LLC and A. G. Edwards & Sons, Inc.. James holds the Series 66, SIE, and Series 7 licenses and is a registered investment advisor representative in Colorado and Idaho. James has a long history of working with a diverse clientele, including high-net-worth individuals, corporations, investment companies, and charitable organizations.
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.
Strategic management for diversified investment portfolios.
See schedule d
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Hard dollar payments for research
1
2
ID
01/23/2025 - Present
Robert W. Baird & Co. Inc. (BELLEVUE ID)
CO
11/26/2007 - 03/18/2009
WACHOVIA CAPITAL MARKETS, LLC (DENVER CO)
CO
07/12/2007 - 11/26/2007
A. G. EDWARDS & SONS, INC. (DENVER CO)
BOTH
Issued 10/08/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/25/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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