ADVISOR BIO

James Loftin is a Managing Director at Brookline Investments, Inc. James is a Registered Representative with Brookline Investments, Inc. and Castle Hill Capital Partners, Inc. James has been in the industry since 2007. James specializes in providing investment advice for high-net-worth individuals, pooled investment vehicles, and pension and profit-sharing plans. James has a background in finance and has worked at several prominent firms, including Merrill Lynch, Pierce, Fenner & Smith Incorporated, Steinberg Asset Management, MSD Capital, and Vulcan Value Partners. James is a Chartered Financial Analyst.

SPECIALIZATIONS

ADVISOR BIO

James Caleb Adair is an investment advisor representative at Park Place Capital Corp. James Caleb Adair is registered with the state of Alabama and has been in the industry since 2011. James Caleb Adair holds the Series 65 and the Series 50 licenses, and holds the designation of Chartered Financial Analyst. Park Place Capital Corp. is a registered investment advisor based in Homewood, Alabama.

SPECIALIZATIONS

ADVISOR BIO

James Maurice Creamer is a registered representative of Wells Fargo Clearing Services, LLC with over 30 years of experience in the financial services industry. James has been registered with Wells Fargo Clearing Services, LLC since 2005 and has a proven track record of providing exceptional financial advice to clients in Alabama and Texas. James holds Series 7, 9, 10, 24, 63, and 65 securities licenses and is a member of FINRA and the SIPC. James also has experience with Southtrust Securities, LLC, Wachovia Securities, LLC, Colonial Brokerage, Inc., FISERV Investor Services, Inc., Link Investment Services, Inc., PFIC Securities Corporation, Compass Brokerage, Inc. and The Robinson-Humphrey Company Inc.

SPECIALIZATIONS

ADVISOR BIO

James Russell Graham is a financial advisor in Birmingham, Alabama with over 10 years of experience in the financial services industry. James is currently registered with MML Investors Services, LLC as an investment advisor representative and is also licensed to sell securities in Alabama and Texas. Prior to joining MML Investors Services, LLC, James was registered with MSI Financial Services, Inc. and New England Securities in Birmingham, Alabama. James holds a Series 6, Series 7, Series 63, and Series 65 license and has extensive experience in providing financial advice to individuals, corporations, and institutions. James is committed to helping his clients achieve their financial goals through a personalized approach that takes into account their individual needs and circumstances.

SPECIALIZATIONS

ADVISOR BIO

James Mitchell Ollis is a financial professional with over 40 years of experience in the securities industry. James is currently registered with Kestra Advisory Services, LLC and Kestra Investment Services, LLC, and has been affiliated with the firm since July 2018. Prior to joining Kestra, James was registered with Wells Fargo Clearing Services, LLC and A.G. Edwards & Sons, Inc. James specializes in providing financial planning and investment advisory services to a wide range of clients, including high-net-worth individuals, corporations, and pension and profit-sharing plans. James is also a Registered Representative and Investment Advisor Representative.

SPECIALIZATIONS

ADVISOR BIO

James Ernest Driskell is a financial advisor with over 40 years of experience in the industry. James is currently registered with LPL Financial LLC and has been with the firm since February 2023. James has a broad range of experience in the financial services industry, having previously worked with Securities America, Inc., Investcorp, Inc., Next Financial Group, Inc., Royal Alliance Associates, Inc., Integrated Resources Equity Corporation, Equity Services, Inc., and NML Equity Services, Inc. James has earned the Chartered Financial Consultant designation. James provides a range of services to individual and corporate clients including financial planning, portfolio management, and consulting services. James holds licenses in Alabama and Florida.

SPECIALIZATIONS

ADVISOR BIO

James Alex Lancaster is a financial advisor with Cetera Investment Advisers LLC. James has been in the financial services industry since 2008. James has a Series 6, 7, and 66 license as well as a SIE license. James has experience in various industries including banking, financial services, and investment advising. James is registered in multiple states, including Alabama, Texas, Georgia, Florida, and more. Prior to joining Cetera, James worked at BB&T Investment Services, PNC Investments, Wells Fargo Advisors, LLC, Chase Investment Services Corp, and Woodbury Financial Services, Inc. James is a dedicated professional with a strong track record of success.

SPECIALIZATIONS

ADVISOR BIO

James Ankiewicz is an investment advisor representative with Cetera Investment Advisers LLC based in Mobile, Alabama. James has been working in the financial industry since 2013. Prior to working with Cetera, James was employed by Wells Fargo Advisors and PNC Investments. James is registered with the Securities and Exchange Commission (SEC), as well as the states of Alabama, Delaware, Florida, Georgia, Indiana, Louisiana, Mississippi, North Carolina, South Carolina, and Tennessee. James holds Series 7, Series 66, and SIE securities licenses and specializes in providing investment advice and financial planning to individuals, corporations, and charitable organizations. James also coaches youth sports in his free time.

SPECIALIZATIONS

ADVISOR BIO

James Sidney Carter is a financial advisor in Birmingham, Alabama. James is a registered representative with LPL Financial LLC and has been in the industry since May 24, 1995. He has a wide range of experience, having worked with several firms, including Triad Advisors LLC and Regions Investment Company, Inc. His current registration with LPL Financial LLC is active. James is licensed to offer investment advice and products in Alabama, Florida, Georgia, Mississippi, and North Carolina.

SPECIALIZATIONS

ADVISOR BIO

James L Belew is a financial advisor with over 27 years of experience in the industry. James has been with Morgan Stanley since 2020, and before that, was with Merrill Lynch for over 25 years. James is a registered representative in Alabama, Florida, Texas, and several other states. James specializes in providing financial advice to individuals, families, and businesses. James is committed to helping clients achieve their financial goals.

SPECIALIZATIONS