Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Russell Fitch is a financial advisor based in Dalton, GA. James has been in the financial services industry since 2004 and is registered with Benjamin F. Edwards & Company, Inc., a broker-dealer with a national reach. James has a broad range of experience in financial planning, investment management, and retirement planning. James has a strong track record of working with individuals, families, and businesses. Prior to joining Benjamin F. Edwards & Company, Inc., James worked with Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
GA
10/01/2021 - Present
Benjamin F. Edwards & Company, Inc. (Dalton GA)
GA
01/01/2008 - 10/14/2021
WELLS FARGO CLEARING SERVICES, LLC (DALTON GA)
TN
10/14/2004 - 01/03/2008
A. G. EDWARDS & SONS, INC. (CHATTANOOGA TN)
BOTH
Issued 10/25/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/26/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/13/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/13/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure James Fitch is the right advisor for you? Invested Better is here to help.
