Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Terry Bethea is a financial professional with over 30 years of experience in the industry. James Terry Bethea is currently registered as a broker-dealer and investment advisor representative with Osaic Wealth, Inc., and has a diverse background in the financial services industry. James Terry Bethea is well-versed in providing financial planning and portfolio management services for individuals, businesses, and retirement plans. James Terry Bethea has previously held positions with firms such as Securities America, Inc., LPL Financial LLC, Lincoln Financial Advisors Corporation, and The Lincoln National Life Insurance Company, gaining valuable experience in various financial areas. James Terry Bethea has a strong commitment to client service and is dedicated to helping clients achieve their financial goals.
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.
1
2
AL
06/14/2024 - Present
Osaic Wealth, Inc. (BIRMINGHAM AL)
AL
02/16/2015 - 06/14/2024
SECURITIES AMERICA, INC. (BIRMINGHAM AL)
AL
08/08/2011 - 02/26/2015
LPL FINANCIAL LLC (BIRMINGHAM AL)
AL
06/28/2004 - 08/08/2011
SECURITIES AMERICA, INC. (BIRMINGHAM AL)
IN
12/02/2003 - 07/01/2004
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
12/02/2003 - 07/01/2004
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
MA
08/05/1986 - 12/12/2003
VERAVEST INVESTMENTS, INC. (WORCESTER MA)
IA
Issued 08/10/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/29/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/2012
Series 7 - General Securities Representative Examination
BC
Issued 11/24/1992
Series 2 - Non-Member General Securities Examination
BC
Issued 08/04/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure James Bethea is the right advisor for you? Invested Better is here to help.
