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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 Warren Williams is a financial advisor with over 45 years of experience in the industry. James is currently registered with Osaic Wealth, Inc. and provides financial advisory services to individual clients, businesses and retirement plans. Previously, James was affiliated with Lincoln Financial Advisors Corporation, The Lincoln National Life Insurance Company, The Variable Annuity Marketing Company and VALIC Financial Advisors, Inc. James is a licensed investment advisor in Illinois and Texas, and holds several industry designations including the Series 63, 65, 7, 24 and SIE exams. James can assist clients with financial planning, portfolio management, retirement planning, and other investment-related needs.
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.
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
IL
01/24/2025 - Present
Osaic Wealth, Inc. (HARRISBURG IL)
IN
07/02/1998 - 03/25/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
TX
10/06/1999 - 08/18/2003
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
TX
09/17/1999 - 12/31/2001
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
IN
10/04/1978 - 06/04/1998
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
10/04/1978 - 06/04/1998
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NA
12/28/1981 - 01/03/1989
LINCOLN NATIONAL PENSION INSURANCE COMPANY
IA
Issued 11/24/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/19/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/29/2000
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/24/2003
Series 7 - General Securities Representative Examination
BC
Issued 09/24/1978
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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