Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Vincent Gainer is an investment advisor representative with SageSpring Wealth Partners. James has been with SageSpring Wealth Partners since June 2022, and holds a Series 65 license, and the SIE exam. James is registered to provide investment advice in Tennessee. Before joining SageSpring Wealth Partners, James was a teacher at Woodland Middle School, Ravenwood High School, and Wake Forest University. James has been working as an investment advisor representative for a short period of time.
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.
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.
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TN
08/01/2024 - Present
Sagespring Wealth Partners (FRANKLIN TN)
IA
Issued 07/23/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/08/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
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