Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Ryan Chandler is a financial advisor with LPL Financial LLC, registered with the state of South Carolina. He has been in the financial services industry since 2011 and previously worked with Edward Jones, Merrill Lynch, Pierce, Fenner & Smith Incorporated, AXA Advisors, LLC, and BB&T Securities, LLC. James Chandler holds the Series 7 and Series 66 licenses, and the SIE exam. James Chandler offers a range of financial services, including financial planning, portfolio management for individuals and businesses, and pension consulting.
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.
1
2
SC
10/21/2021 - Present
LPL Financial LLC (SUMTER SC)
SC
06/16/2017 - 10/22/2021
EDWARD JONES (SUMTER SC)
SC
08/21/2015 - 06/20/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SUMTER SC)
SC
12/02/2014 - 07/09/2015
AXA ADVISORS, LLC (SUMTER SC)
SC
04/08/2013 - 11/25/2014
BB&T SECURITIES, LLC (SUMTER SC)
SC
09/20/2011 - 04/17/2013
AXA ADVISORS, LLC (SUMTER SC)
BOTH
Issued 11/14/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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