Unclaimed
James Thomas Barnette is a financial advisor with over 30 years of experience in the industry. James is currently registered with Private Advisor Group, LLC, and has been with the firm since January 2020. Prior to joining Private Advisor Group, LLC, James was a registered representative with Raymond James Financial Services, Inc. for over 20 years. James is licensed to provide investment advisory services in Louisiana, Texas and Virginia. James is dedicated to helping clients reach 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.
Solicitation/referral
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.
Solicitor/referral fees
1
2
NJ
02/03/2020 - Present
Private Advisor Group, LLC (MORRISTOWN NJ)
VA
01/04/1999 - 01/31/2020
RAYMOND JAMES FINANCIAL SERVICES, INC. (RESTON VA)
FL
03/24/1997 - 01/04/1999
INTERSECURITIES, INC. (ST. PETERSBURG FL)
NY
07/31/1989 - 04/02/1997
FINANCIAL PLANNING SERVICES - INTERNATIONAL, INC. (NEW YORK NY)
NA
12/24/1987 - 08/28/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
01/15/1988 - 04/12/1988
INTERVEST INTERNATIONAL EQUITIES CORP.
NA
02/02/1987 - 12/24/1987
FINANCIAL PLANNERS EQUITY CORPORATION
IA
Issued 06/05/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/16/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/06/2007
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 07/18/1990
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/15/2010
Series 31 - Futures Managed Funds Examination
BC
Issued 01/17/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure James Barnette is the right advisor for you? Invested Better is here to help.