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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 Wilson Powell is a registered representative and investment advisor representative with First Horizon Advisors, Inc. James has been in the financial services industry since 1993. James is licensed in 8 states and has experience working with a variety of clients, including individuals, families, trusts, businesses, and institutions. James specializes in providing financial planning, portfolio management, and investment advisory services. James is committed to providing personalized service and helping clients reach their financial goals. James has worked with First Tennessee Brokerage, FTB Advisors, Inc., FIRST UNION SECURITIES, INC., and J.C. BRADFORD & CO..
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.
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2
TN
07/15/2019 - Present
First Horizon Advisors, Inc. (LEBANON TN)
MO
06/16/2000 - 03/06/2002
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NY
04/08/1993 - 06/28/2000
J.C. BRADFORD & CO. (NEW YORK NY)
IA
Issued 12/27/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/15/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/27/2005
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/07/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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