Unclaimed
James Murfee is a financial advisor with Voya Financial Advisors, Inc.. James has been in the financial services industry since 1989. James is registered with FINRA and has been a registered investment advisor in Alabama since 2011. James specializes in financial planning, portfolio management for individuals and businesses, and selection of other advisors. James's firm offers financial planning, educational seminars, and portfolio management services.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
AL
04/30/2020 - Present
Voya Financial Advisors, Inc. (BIRMINGHAM AL)
AL
05/24/2006 - 12/31/2010
ING FINANCIAL ADVISERS, LLC (BIRMINGHAM AL)
AL
01/01/1999 - 06/08/2006
TOWER SQUARE SECURITIES, INC. (BIRMINGHAM AL)
GA
08/15/1994 - 12/31/1998
ADVANTAGE CAPITAL CORPORATION (ATLANTA GA)
CA
09/21/1990 - 08/15/1994
TRAVELERS EQUITIES SALES, INC. (EL SEGUNDO CA)
NA
05/08/1989 - 08/27/1990
F & G SECURITIES, INC.
NA
03/01/1989 - 06/17/1989
AMEV INVESTORS, INC.
BC
Issued 01/25/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/23/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/02/1994
Series 7 - General Securities Representative Examination
BC
Issued 11/22/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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