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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 Russell Longstreth is a registered investment advisor representative with Thurston Springer Advisors. James has been in the financial services industry since March 19, 1990, and has been registered with the Securities and Exchange Commission since August 25, 2015. James is registered in Indiana. James is experienced in providing financial planning, portfolio management for businesses and individuals, educational seminars 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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
IN
11/02/2022 - Present
Thurston Springer Advisors (INDIANAPOLIS IN)
IN
08/25/2015 - 11/15/2017
DAVID A. NOYES & COMPANY (INDIANAPOLIS IN)
IN
07/13/2011 - 03/07/2014
WELLS FARGO ADVISORS, LLC (INDIANAPOLIS IN)
IN
07/10/2009 - 05/03/2011
NEW ENGLAND SECURITIES (INDIANAPOLIS IN)
IN
08/22/2006 - 12/31/2008
FULCRUM SECURITIES, INC. (INDIANAPOLIS IN)
IN
11/11/2002 - 12/02/2005
NATCITY INVESTMENTS, INC. (INDIANAPOLIS IN)
NY
08/12/1992 - 11/05/2002
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
01/25/1991 - 03/11/1992
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
06/18/1985 - 04/27/1990
SHEARSON LEHMAN HUTTON INC. (NEW YORK NY)
IA
Issued 06/29/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/04/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/08/2006
Series 24 - General Securities Principal Examination
BC
Issued 06/27/2006
Series 28 - Introducing Broker/Dealer Financial Operations Principal Examination
BC
Issued 02/02/1993
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 11/15/2017
SIE - Securities Industry Essentials Examination
BC
Issued 11/04/2011
Series 31 - Futures Managed Funds Examination
BC
Issued 05/29/1997
Series 5 - Interest Rate Options Examination
BC
Issued 05/15/1997
Series 15 - Foreign Currency Options Examination
BC
Issued 07/30/1993
Series 3 - National Commodity Futures Examination
BC
Issued 06/15/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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