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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jim? Claim Your ProfileJim Nolan Weems is a financial advisor with over 30 years of experience in the industry. Jim currently works for LPL Financial LLC and is licensed to provide financial advice in several states. Before joining LPL, Jim worked for Crown Capital Securities, L.P. in Portland, Oregon. Jim's financial expertise includes providing investment advice and consulting services. He has experience working with individuals, businesses, investment clubs, charitable organizations, and pension plans. Jim focuses on helping clients achieve their financial goals through personalized financial planning and portfolio management.
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.
Consulting and other non-discretionary advisory services
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.
1
2
SC
05/01/2024 - Present
LPL Financial LLC (FORT MILL SC)
OR
07/21/1999 - 05/01/2024
CROWN CAPITAL SECURITIES, L.P. (PORTLAND OR)
MA
03/31/1999 - 07/22/1999
MUTUAL SERVICE CORPORATION (BOSTON MA)
CA
01/06/1994 - 03/31/1999
TITAN/VALUE EQUITIES GROUP, INC. (IRVINE CA)
CT
06/09/1993 - 12/31/1993
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
IA
Issued 02/20/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/08/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/28/1996
Series 7 - General Securities Representative Examination
BC
Issued 06/08/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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