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 Harlow is an investment advisor representative with Novare Capital Management in Charlotte, NC. He has been in the industry since 2004. James Harlow holds Series 7, 86, 87, and 66 licenses. He has a Chartered Financial Analyst designation. He has experience in the financial services industry with previous roles at Stifel, Nicolaus & Company, Incorporated and Legg Mason Wood Walker, Incorporated.
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.
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.
A percentage of the total value of assets under management is charged.
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NC
06/18/2012 - Present
Novare Capital Management (CHARLOTTE NC)
MD
12/02/2005 - 06/02/2011
STIFEL, NICOLAUS & COMPANY, INCORPORATED (BALTIMORE MD)
MD
05/24/2004 - 12/08/2005
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
BOTH
Issued 07/29/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/27/2006
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 12/28/2005
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 05/21/2004
Series 7 - General Securities Representative Examination
Active
Inactive
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