Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Turner is a financial advisor at Fidelity Personal And Workplace Advisors. James has been in the industry since 2018 and holds licenses to provide investment advice in 53 states, including Texas. James's previous experience includes positions at Citizens Securities, Inc., TIAA-CREF Individual & Institutional Services, LLC, USAA Financial Advisors, Inc. and Ameriprise Financial Services, Inc. James is also registered with FINRA and is a registered investment advisor representative in Texas.
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.
A percentage of the total value of assets under management is charged.
1
2
TX
08/20/2024 - Present
Fidelity Personal AND Workplace Advisors (WESTLAKE TX)
TX
03/28/2022 - 11/13/2023
CITIZENS SECURITIES, INC. (IRVING TX)
TX
05/16/2019 - 12/20/2021
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (LEWISVILLE TX)
TX
03/08/2019 - 04/26/2019
USAA FINANCIAL ADVISORS, INC. (ADDISON TX)
TX
09/11/2017 - 10/26/2018
AMERIPRISE FINANCIAL SERVICES, INC. (PLANO TX)
NA
10/14/1987 - 10/26/1987
THOMAS JAMES ASSOCIATES, INC.
BOTH
Issued 10/10/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/11/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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