Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Tackett is a financial advisor with Wells Fargo Advisors Financial Network, LLC. James has been in the industry since January 2016 and is registered to provide investment advice in Alabama and Texas. James holds a Series 7 and Series 66 license, as well as the SIE exam. James is based in Decatur, Alabama, and also works out of the Wells Fargo Advisors Financial Network, LLC office in Cullman, Alabama. Previously, James worked at EDWARD JONES in Cullman, Alabama. James provides investment consulting services to institutional clients, financial planning, pension consulting, selection of other advisors, and portfolio management for businesses and individuals.
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.
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.
Investment consulting services to institutional clients
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.
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AL
01/22/2024 - Present
Wells Fargo Advisors Financial Network, LLC (DECATUR AL)
AL
01/04/2016 - 01/23/2024
EDWARD JONES (CULLMAN AL)
BOTH
Issued 01/19/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/31/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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