Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Isham, a registered investment advisor representative with State Farm Investment Management Corp., has over 7 years of experience in the financial services industry. James holds the Series 6, 63 and 65 licenses, as well as the SIE exam. James has been working with clients in Alabama, Georgia, and Tennessee since 2015. In addition to their work with State Farm Investment Management Corp., James is also the owner of James Isham's Insurance Agency, where they provide insurance services. James is committed to helping clients achieve 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.
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.
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TN
08/02/2019 - Present
State Farm Investment Management Corp. (Chattanooga TN)
IL
11/16/2015 - 12/08/2016
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
IA
Issued 08/02/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/30/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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