Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Wesley Vermillion is an Investment Advisor Representative at Vermillion Private Wealth, a firm he founded in 2020. Prior to founding Vermillion Private Wealth, James worked as a Financial Advisor for Robert W. Baird & Co. Incorporated and J.J.B. Hillard, W.L. Lyons, LLC. James has over 10 years of experience in the financial services industry and is passionate about providing his clients with personalized financial advice.
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.
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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KY
05/02/2023 - Present
Vermillion Private Wealth (LEXINGTON KY)
KY
10/18/2019 - 10/07/2020
ROBERT W. BAIRD & CO. INCORPORATED (LEXINGTON KY)
KY
08/31/2017 - 10/18/2019
J.J.B. HILLIARD, W.L. LYONS, LLC (LEXINGTON KY)
BOTH
Issued 10/19/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/31/2017
Series 7 - General Securities Representative Examination
Active
Inactive
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