Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Rodney Bledsoe is a Registered Representative associated with LPL Financial LLC. James is licensed to conduct business in Alabama. James is also an attorney at law. The firm's main office is located in Fort Mill, South Carolina. LPL Financial LLC provides advisory services including portfolio management for individuals and businesses, financial planning, educational seminars, selection of other advisors, and pension consulting. The firm also offers consulting and other non-discretionary advisory services. The firm primarily serves high-net-worth individuals, corporations or other businesses, charitable organizations, and individuals other than high-net-worth.
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.
Consulting and other non-discretionary advisory services
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.
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AL
09/17/2024 - Present
LPL Financial LLC (PIKE ROAD AL)
BC
Issued 08/19/2024
Series 7TO - General Securities Representative Examination
BC
Issued 07/19/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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