Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Roy Magness is a financial advisor registered with LPL Financial LLC in SAVANNAH, GA. James has over 17 years of experience in the financial services industry. James is also registered with the state of Georgia as an Investment Advisor Representative. Prior to joining LPL Financial LLC, James worked at INVEST FINANCIAL CORPORATION and WELLS FARGO ADVISORS, LLC. James holds licenses for Series 6, 7, 63 and 66 securities exams. James specializes in financial planning, portfolio management for individuals and businesses, and selection of other advisors.
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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GA
06/12/2020 - Present
LPL Financial LLC (SAVANNAH GA)
GA
06/13/2013 - 02/14/2018
INVEST FINANCIAL CORPORATION (SAVANNAH GA)
GA
07/20/2005 - 07/06/2011
WELLS FARGO ADVISORS, LLC (SAVANNAH GA)
BOTH
Issued 05/23/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/26/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/11/2010
Series 7 - General Securities Representative Examination
BC
Issued 07/18/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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