Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Troy Devers is a financial advisor at Raymond James Financial Services Advisors, Inc. James has been in the financial services industry since November 1996, working with clients on a variety of financial needs. James specializes in providing financial planning, portfolio management, and pension consulting services to individuals, families, and businesses. James has a strong commitment to understanding his clients' financial goals and working with them to develop a personalized plan to achieve those goals. James is a Certified Financial Planner™ professional.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
SC
02/03/2020 - Present
Raymond James Financial Services Advisors, Inc. (MYRTLE BEACH SC)
SC
04/30/2014 - 11/13/2017
LPL FINANCIAL LLC (MYRTLE BEACH SC)
SC
10/05/2010 - 05/02/2014
RAYMOND JAMES FINANCIAL SERVICES, INC. (MYRTLE BEACH SC)
SC
09/23/2003 - 10/08/2010
UVEST FINANCIAL SERVICES GROUP, INC. (MYRTLE BEACH SC)
NY
11/20/1996 - 10/09/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 04/25/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/06/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/22/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/22/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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