Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul James is an investment advisor representative with State Farm Investment Management Corp. Paul has been in the industry since January 26, 1999. Paul is registered with FINRA and licensed in Alabama, Georgia, South Carolina, and Tennessee. Paul is also registered with the state of Tennessee as an investment advisor representative. Paul is affiliated with Paul James's Insurance Agency, an insurance agency, where Paul is the owner and agent. Paul's practice focuses on providing portfolio management services to individuals and investment companies.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
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2
GA
05/17/2024 - Present
State Farm Investment Management Corp. (REX GA)
IA
Issued 07/14/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/18/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/26/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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