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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Walton Bridges is a financial advisor with over 27 years of experience in the financial services industry. James is currently registered with Morgan Stanley in Huntsville, Alabama. James was previously registered with Citigroup Global Markets Inc. in Huntsville, Alabama and The Robinson-Humphrey Company, LLC in Atlanta, Georgia. James specializes in providing financial advice to high-net-worth individuals, corporations, and other businesses. James is also a registered investment advisor and holds a Series 7, Series 6, Series 52, Series 63, and Series 65 licenses. James holds the Securities Industry Essentials (SIE) exam. James also holds an Alabama state license for real estate sales. James's experience and expertise make him a valuable resource for clients looking for comprehensive financial advice and planning.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
AL
03/03/2020 - Present
Morgan Stanley (Huntsville AL)
AL
03/07/2001 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (HUNTSVILLE AL)
GA
07/25/1996 - 03/08/2001
THE ROBINSON-HUMPHREY COMPANY, LLC (ATLANTA GA)
NA
09/27/1988 - 12/18/1989
HOME LIFE INSURANCE COMPANY
CT
09/27/1988 - 12/18/1989
W. S. GRIFFITH & CO., INC. (HARTFORD CT)
IA
Issued 08/05/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/02/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/24/1996
Series 7 - General Securities Representative Examination
BC
Issued 02/07/1990
Series 52 - Municipal Securities Representative Examination
BC
Issued 09/26/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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