Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Samuel Fitch is a financial advisor who has been in the industry for over 30 years. James currently is registered with Savant Wealth Management in Rockford, Illinois. James has previously been registered with several other firms including PERSHE KAPLAN STERLING INVESTMENTS, 1ST GLOBAL CAPITAL CORP., NBC SECURITIES, INC., and LINCOLN FINANCIAL ADVISORS CORPORATION. James holds the Series 6, 7 and 63 licenses. James is a Certified Financial Planner™. Savant Wealth Management is a wealth management firm with over $50 billion in assets under management. The firm provides financial planning, portfolio management, pension consulting, and educational seminars to a wide range of clients, including individuals, families, businesses, and charitable organizations.
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
IL
12/04/2023 - Present
Savant Wealth Management (ROCKFORD IL)
AL
11/24/2003 - 04/26/2010
PURSHE KAPLAN STERLING INVESTMENTS (BIRMINGHAM AL)
TX
08/01/2000 - 12/17/2003
1ST GLOBAL CAPITAL CORP. (DALLAS TX)
AL
01/31/2000 - 11/27/2000
NBC SECURITIES, INC. (BIRMINGHAM AL)
IN
05/26/1994 - 02/16/2000
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
05/26/1994 - 02/16/2000
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
CT
11/15/1991 - 05/26/1994
W. S. GRIFFITH & CO., INC. (HARTFORD CT)
BC
Issued 10/14/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/18/1997
Series 7 - General Securities Representative Examination
BC
Issued 11/14/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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