Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Boyd is a financial advisor with Ameriprise Financial Services, LLC. James has been in the industry since 2013 and holds Series 7, Series 63, and Series 65 licenses. James is registered with the state of Georgia. Previously, James was with LPL Financial LLC and MML Investors Services, LLC. James works with a variety of clients, including individuals, trusts, estates, insurance companies, charitable organizations, corporations, and pension plans. James offers financial planning, asset allocation services, and investment management.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
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GA
07/22/2024 - Present
Ameriprise Financial Services, LLC (Macon GA)
GA
12/18/2019 - 08/01/2024
LPL FINANCIAL LLC (MACON GA)
GA
10/23/2014 - 12/23/2019
MML INVESTORS SERVICES, LLC (ALBANY GA)
GA
09/16/2013 - 10/15/2014
NYLIFE SECURITIES LLC (ALBANY GA)
IA
Issued 03/23/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/14/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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