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 Snellen is a financial advisor with Cambridge Investment Research Advisors, Inc. in Nashville, TN. James has been in the financial services industry since 2010. James is a Certified Financial Planner and a Chartered Financial Consultant. James is registered with the state of Tennessee and Texas. James has experience with high-net-worth individuals, pension and profit-sharing plans, and individuals other than high-net-worth. James is affiliated with the firm Cambridge Investment Research Advisors, Inc. Cambridge Investment Research Advisors, Inc. is a registered investment advisor with the Securities and Exchange Commission (SEC) and has over 3,000 employees. Cambridge Investment Research Advisors, Inc. provides financial planning, pension consulting, educational seminars, market timing services, selection of other advisors, and portfolio management services.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
TN
10/18/2017 - Present
Cambridge Investment Research Advisors, Inc. (Nashville TN)
TN
03/25/2017 - 08/28/2017
MML INVESTORS SERVICES, LLC (Franklin TN)
TN
08/03/2011 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (Franklin TN)
TN
07/06/2010 - 07/28/2011
SECURIAN FINANCIAL SERVICES, INC. (FRANKLIN TN)
BOTH
Issued 03/02/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/08/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/05/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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