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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 Wilkinson holland Camp is a financial advisor with over 23 years of experience in the industry. He is currently registered with Raymond James Financial Services Advisors, Inc. and has been with the firm since October 2013. Previously, James Wilkinson holland Camp was employed by Morgan Stanley, Citigroup Global Markets Inc., Legg Mason Wood Walker, Incorporated, Northwestern Mutual Investment Services, Inc., and Robert W. Baird & Co. Incorporated. He has a strong background in securities and investments, having passed the Series 6, 7, 63, 66 and SIE exams. James Wilkinson holland Camp provides financial planning, portfolio management, and other advisory services to individuals, businesses, and institutions. He has experience working with clients of all sizes and financial situations. James Wilkinson holland Camp is a registered investment advisor in Virginia and Texas.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
VA
10/10/2013 - Present
Raymond James Financial Services Advisors, Inc. (NEWPORT NEWS VA)
VA
06/01/2009 - 10/09/2013
MORGAN STANLEY (NEWPORT NEWS VA)
VA
02/21/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (NEWPORT NEWS VA)
MD
03/09/2000 - 02/21/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
NA
04/04/1994 - 10/31/1994
NORTHWESTERN MUTUAL INVESTMENT SERVICES, INC.
NA
04/04/1994 - 10/31/1994
ROBERT W. BAIRD & CO. INCORPORATED
BOTH
Issued 04/25/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/31/1994
Series 63 - Uniform Securities Agent State Law 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 03/08/2000
Series 7 - General Securities Representative Examination
BC
Issued 03/31/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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