linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

James Wales parker Barnes

Eagle Strategies LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you James? Claim Your Profile

About James Wales parker Barnes

James Wales Parker Barnes is a registered investment advisor representative with Eagle Strategies LLC, located in MACON, GA. James has been in the securities industry since 2012 and has been with Eagle Strategies LLC since 2021. James also holds Series 6, 7, 63, and 66 securities licenses. James provides financial planning, pension consulting, educational seminars, and portfolio management services to individual and business clients. James also offers investment advice to charitable organizations and has been registered to provide investment advice in Alabama, Florida, Georgia, South Carolina, and Texas.

Firm Information

James Barnes is currently registered with Eagle Strategies LLC. Eagle Strategies LLC is an investment advisor headquartered in New York, NY. The firm provides a range of services, including financial planning, pension consulting, educational seminars, and publication of periodicals. They manage assets for individuals, high-net-worth individuals, corporations, and charitable organizations. Eagle Strategies has over 1,998 registered representatives and manages over $20 billion in assets.
Eagle Strategies LLC

5400 RIVERSIDE DRIVE

MACON, GA 31210

$20.36B

Assets Under Management

6,070

Total Clients

2,031

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

James Barnes’s Registration & Firm History

GA

05/27/2022 - Present

Eagle Strategies LLC (MACON GA)

Not sure if James Wales parker Barnes is right for you?

Licenses & Designations

BOTH

Issued 1/22/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 9/4/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 7/3/2019

Series 7TO - General Securities Representative Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 7/30/2012

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for James Wales parker Barnes.
Not sure if James Wales parker Barnes is right for you?