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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Roy Burdette is a financial advisor registered with Wells Fargo Clearing Services, LLC. James has been a financial advisor since 1992. James has served as a financial advisor for several other firms during his career, including First Clearing, LLC, Wachovia Securities Financial Network, LLC, Pershing LLC, Lockwood Financial Services, Inc., and Salomon Smith Barney Inc. James's current registration is active in Virginia. He holds Series 63, 65, 7, 24, and SIE licenses. James specializes in providing financial advice and investment services to high-net-worth individuals, corporations, and other businesses. He is also experienced in working with charitable organizations, pension and profit-sharing plans, and state or municipal government entities. James provides financial planning, portfolio management, and investment consulting services.
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.
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.
Investment consulting services to institutional clients
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.
1
2
VA
11/01/2004 - Present
Wells Fargo Clearing Services, LLC (GLEN ALLEN VA)
VA
10/27/2008 - 10/12/2009
FIRST CLEARING, LLC (GLEN ALLEN VA)
MO
10/30/2008 - 12/03/2008
WACHOVIA SECURITIES FINANCIAL NETWORK, LLC (ST. LOUIS MO)
NJ
12/15/2003 - 10/07/2004
PERSHING LLC (JERSEY CITY NJ)
PA
12/04/1998 - 10/07/2004
LOCKWOOD FINANCIAL SERVICES, INC. (MALVERN PA)
NY
11/25/1996 - 11/19/1998
SALOMON SMITH BARNEY INC. (NEW YORK NY)
IA
Issued 03/13/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/22/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/15/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/22/1996
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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