Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Arnold is a financial advisor with over 30 years of experience in the industry. James is a Registered Representative and Investment Advisor Representative and holds Series 6, 7, 22, 24, 63, and 65 licenses. James has been registered with Merit Financial Advisors since May 2023 and has prior experience with LPL Financial LLC, Cambridge Investment Research, Inc., VOYA FINANCIAL ADVISORS, INC., Locust Street Securities, Inc., Vestax Securities Corporation and NYLIFE SECURITIES INC.. James is also the owner of Belpine Real Estate, LLC, Stone Mountain Cattle Company, LLC and Planned Futures, LLC. James is a partner and Regional Director at Merit Financial Advisors, providing a wide range of financial services, including investment management, financial planning, and insurance advice. James specializes in serving high-net-worth individuals, corporations, 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.
Consulting fees
1
2
GA
05/23/2023 - Present
Merit Financial Advisors (ALPHARETTA GA)
PA
05/19/2023 - 08/16/2024
LPL FINANCIAL LLC (WILLIAMSPORT PA)
PA
07/17/2020 - 05/23/2023
CAMBRIDGE INVESTMENT RESEARCH, INC. (williamsport PA)
PA
01/01/2004 - 07/24/2020
VOYA FINANCIAL ADVISORS, INC. (WILLIAMSPORT PA)
IA
01/22/1991 - 01/01/2004
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
OH
06/21/2001 - 11/29/2002
VESTAX SECURITIES CORPORATION (HUDSON OH)
NY
11/24/1986 - 06/14/1990
NYLIFE SECURITIES INC. (NEW YORK NY)
IA
Issued 02/17/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/21/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/05/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/04/1997
Series 7 - General Securities Representative Examination
BC
Issued 06/23/1989
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 11/21/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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