Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Russel Blue is a financial advisor with over 15 years of experience in the industry. James is currently registered with LPL Financial LLC and has previously worked with J.W. COLE FINANCIAL, INC. and EDWARD JONES. James holds the Series 63, Series 7, and SIE licenses, and is registered in Texas. James specializes in providing financial advice to individuals, corporations, pension and profit sharing plans, 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.
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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TX
01/27/2020 - Present
LPL Financial LLC (TOMBALL TX)
TX
05/19/2008 - 12/31/2019
J.W. COLE FINANCIAL, INC. (TOMBALL TX)
TX
07/11/2006 - 08/01/2007
EDWARD JONES (KINGWOOD TX)
BC
Issued 09/06/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/10/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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