Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Towns is a financial advisor who has been working in the industry since 2022. James is currently registered with First Trust Advisors LP in Wheaton, Illinois. James's primary focus is on providing portfolio management services to individuals, investment companies, and pooled investment vehicles. James has a strong understanding of the investment industry, having passed the Series 7TO, Series 66, and SIE exams.
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.
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.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Fixed fees per unit (uits) for portfolio supervisory services
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2
IL
04/09/2024 - Present
First Trust Advisors LP (WHEATON IL)
BOTH
Issued 08/28/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/09/2023
Series 7TO - General Securities Representative Examination
BC
Issued 04/20/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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