ADVISOR BIO

James E. Croley is a financial advisor in Atlanta, Georgia, registered with Morgan Stanley since June 2009. James has extensive experience in the financial services industry, having been registered with CITIGROUP GLOBAL MARKETS INC. from January 2004 to June 2009. James holds the following licenses and certifications: Series 3, Series 7, Series 10, Series 24, Series 66 and SIE. James is a registered investment advisor in Georgia and Texas and provides a wide range of financial services, including investment advice, financial planning, and portfolio management. James serves a variety of clients, including individuals, high-net-worth individuals, corporations, and charitable organizations.

SPECIALIZATIONS

ADVISOR BIO

James Lewis is a financial advisor with over 19 years of experience in the financial services industry. James is currently registered with Cambridge Investment Research Advisors, Inc. He has also previously been registered with Raymond James & Associates, Inc., LPL Financial LLC, and Symetra Investment Services, Inc. James holds several licenses and certifications, including the Series 6, 7, 24, 26, 63, and 66. He also holds the Chartered Financial Consultant designation. James provides a wide range of financial services to individuals, businesses, and retirement plans, including financial planning, portfolio management, and investment advisory services.

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ADVISOR BIO

James Clinton Clark is a financial advisor at BIP Wealth, LLC. He has a Certified Financial Planner designation and is registered with the state of Georgia as an Investment Advisor Representative. James has been in the financial services industry since June 2019, and has a strong background in financial planning, portfolio management, and educational seminars. BIP Wealth, LLC is a Registered Investment Advisor with approximately $1 billion - $10 billion in assets under management. The firm serves individuals, high-net-worth individuals, corporations, and charitable organizations.

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ADVISOR BIO

James Hamilton Weymouth is a financial advisor with over 30 years of experience in the industry. James is currently registered with Raymond James & Associates, Inc. and has also previously worked at J.P. MORGAN SECURITIES LLC, NORRIS & HIRSHBERG, INC. and MARSHALL & CO. SECURITIES, INC. James holds licenses for Series 63, 65, 7 and SIE. James specializes in providing portfolio management for both individuals and businesses, financial planning, pension consulting and educational seminars. James is licensed to provide investment advisory services in Alabama, Colorado, Florida, Georgia, Illinois, Michigan, New Jersey, New York, South Carolina, Tennessee, Texas and Washington.

SPECIALIZATIONS

ADVISOR BIO

James Derek Page is a registered investment advisor with Wells Fargo Clearing Services, LLC. He has been in the financial services industry since 2008 and holds a Series 66, Series 7 and SIE licenses. James Derek Page is also registered in Alabama, California, Florida, Georgia, Louisiana, Nevada, North Carolina, Pennsylvania, South Carolina and Texas. James Derek Page previously worked at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED and BANC OF AMERICA INVESTMENT SERVICES, INC. James Derek Page has experience working with high net worth individuals, corporations, insurance companies, charitable organizations, pension and profit-sharing plans and other investment advisors.

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ADVISOR BIO

James Earl Hilderbrandt is a financial advisor with over 15 years of experience in the industry. James Earl Hilderbrandt is currently registered with J.p. Morgan Securities LLC in Georgia, Louisiana, North Carolina, Ohio and Texas. James Earl Hilderbrandt has a strong background in financial planning, portfolio management, and investment advisory services. James Earl Hilderbrandt has held previous roles with UBS Financial Services Inc. and Morgan Stanley Smith Barney. James Earl Hilderbrandt is a dedicated financial advisor who is committed to helping clients achieve their financial goals.

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ADVISOR BIO

James Scott Malloch is a financial advisor in Atlanta, GA. James has been in the financial services industry for over 30 years, and has a strong background in providing investment advice to individuals, families and businesses. He is a registered representative of Advisory Services Network, and is licensed to provide investment advice in Louisiana and Texas. James has a strong track record of providing personalized financial advice and helping clients achieve their financial goals.

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ADVISOR BIO

James McGrath is a registered representative with Rockefeller Financial LLC. James has been in the industry since April 1994 and has offices in Atlanta, GA, Charlotte, NC and various other locations. James holds both Series 63 and Series 66 licenses and has offices in Atlanta, GA and Charlotte, NC. James is also licensed in the state of North Carolina as an Investment Advisor Representative. James has previously been employed by MONTANO SECURITIES CORPORATION. James is a Managing Member of JLB 2409 LLC, an investment related LLC, which owns commercial real estate.

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ADVISOR BIO

James Gary Diffley is a financial advisor with Carter, Terry & Company, Inc., located in Atlanta, Georgia. James is a seasoned professional with over 40 years of experience in the financial services industry. He has held positions with various firms, including Wachovia Securities, LLC, Dean Witter Reynolds Inc., Alex. Brown & Sons Incorporated and J.C. Bradford & Co. James holds the Series 3, 7, 8, 9, 10, 63, and 65 licenses.

SPECIALIZATIONS

ADVISOR BIO

James L. Workman is a financial advisor with SB Advisory, LLC, located in Atlanta, GA. James has been in the financial services industry since 2002 and has a broad range of experience in providing financial advice. James is registered with FINRA and has passed the Series 6, 7, 24, 63, and 66 exams. SB Advisory, LLC is a registered investment advisor with the SEC. The firm provides a variety of financial services, including financial planning, portfolio management, and selection of other advisors. SB Advisory, LLC manages approximately $285 million in assets for individuals, high-net-worth individuals, and other clients.

SPECIALIZATIONS