Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Burcham is a financial advisor with over 30 years of experience in the industry. James currently works with Osaic Advisory Services, LLC, a firm with over 4 billion dollars in assets under management. James is a CERTIFIED FINANCIAL PLANNER™ professional and holds a Series 7, 22, 24, 51, and 63 license. James also has a Series 6 license, demonstrating a history of expertise in investment company products. James has a proven track record of providing financial planning, portfolio management, and investment advice. James serves a range of clients, including high-net-worth individuals, corporations, charitable organizations, and pension plans.
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.
A percentage of the total value of assets under management is charged.
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2
GA
11/08/2024 - Present
Osaic Advisory Services, LLC (ATLANTA GA)
MD
09/18/2020 - 07/08/2022
SECURITIES AMERICA, INC. (DUNKIRK MD)
MD
01/04/2010 - 09/18/2020
SECURITIES SERVICE NETWORK, LLC (DUNKIRK MD)
MD
01/13/1999 - 12/31/2009
MEDALLION INVESTMENT SERVICES, INC. (DUNKIRK MD)
TN
08/28/1996 - 12/31/1998
SECURITIES SERVICE NETWORK, INC. (KNOXVILLE TN)
GA
01/01/1996 - 08/13/1996
IFG NETWORK SECURITIES, INC. (ATLANTA GA)
NA
08/31/1989 - 01/01/1996
COMPREHENSIVE FINANCIAL SERVICES, INC.
MD
03/21/1986 - 08/28/1989
INTERNATIONAL MONEY MANAGEMENT GROUP, INC. (GRASONVILLE MD)
NA
02/06/1984 - 02/10/1986
NEW YORK LIFE SECURITIES CORP.
BC
Issued 08/29/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/03/2005
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 10/29/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/15/1992
Series 7 - General Securities Representative Examination
BC
Issued 08/29/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 01/28/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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