ADVISOR BIO

James Fuller is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. James has been in the industry since 1987. James is licensed in multiple states. Fuller holds multiple securities licenses and is also a registered Investment Advisor. Fuller provides a range of advisory services including performance measurement reports, allocation modeling, IPS, research reports and services, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and portfolio management for individuals.

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ADVISOR BIO

James D. Davis is an investment advisor representative with Independent Financial Partners, located in Columbia, TN. James has been in the financial industry for over 22 years and has extensive experience in investment advisory services. James has a Series 6, Series 7, Series 24, and Series 63, along with the SIE Exam. In addition to his role at Independent Financial Partners, James is also a limited partner in NORCARLA, LLC.

SPECIALIZATIONS

ADVISOR BIO

James Patrick Stiles has been in the industry since 1999 and is currently registered with &partners. James has a Series 7, Series 63 and SIE license. James's firm provides a wide variety of investment advisory services, including financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisers, portfolio management for businesses, portfolio management for individuals, and other services.

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ADVISOR BIO

James Edward Berry is a financial professional with over 25 years of experience in the industry. James is currently registered with Oneamerica Securities, Inc. and has held previous registrations with American United Life Insurance Company and EQ Financial Consultants, Inc.. James holds a Series 6 license, which allows him to sell mutual funds and variable annuities, and a Series 63 license, which allows him to sell securities in Tennessee. James' specializations include providing financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and portfolio management for individuals. James has a proven track record of providing clients with personalized financial advice and guidance to help them achieve their financial goals.

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ADVISOR BIO

James Edward Sims is a financial professional with over 28 years of experience in the financial services industry. James has a strong track record of success in providing financial advice and investment management services to individuals, families, and businesses. He currently works as a Registered Representative with Ameriprise Financial Services, LLC in Chattanooga, Tennessee. James specializes in portfolio management, financial planning, and retirement planning. He is committed to providing personalized financial advice and investment solutions that meet the unique needs of his clients. Prior to joining Ameriprise, James worked at IDS LIFE INSURANCE COMPANY. James holds a Series 63, Series 66, and Series 7 license, as well as the Securities Industry Essentials Examination (SIE).

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ADVISOR BIO

James Cheek is an investment advisor representative at Flood, Bumstead, McCready & McCarthy, Inc.. James has been in the industry since April 1996 and is registered to provide investment advice in California, New York and Tennessee. James specializes in providing financial planning and selection of other advisors services. Flood, Bumstead, McCready & McCarthy, Inc. has 130 clients and is a fee-based firm that manages approximately $130 million in assets. The firm focuses on providing investment advice to high net worth individuals and individuals other than high net worth. The firm's typical compensation arrangements include fixed fees, hourly charges and other fees.

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ADVISOR BIO

James Clifford Walker is an investment advisor representative with Morgan Stanley. James Walker has been in the industry since 2014. James Walker holds a Series 66 license, a Series 7 license, and a SIE license. James Walker is registered in 16 states, including Alabama, Arizona, Colorado, Florida, Illinois, Indiana, Maryland, Michigan, New York, North Carolina, Ohio, Tennessee, Texas, and Virginia. James Walker is registered as an investment advisor representative in Tennessee and Texas. James Walker is currently employed by Morgan Stanley, a firm with over $1 trillion in assets under management.

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ADVISOR BIO

James Bradley Smith is a financial advisor with Raymond James & Associates, Inc. James has been in the industry since 2004. James holds the Series 7, Series 63, and SIE licenses. James is registered in Tennessee. Previously, James worked for MORGAN KEEGAN & COMPANY, INC..

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ADVISOR BIO

James Garrison is a financial advisor working at Silver OAK Securities, Inc. in Chapel Hill, Tennessee. James has been in the financial services industry since May 22, 1985 and has been registered with Silver OAK Securities, Inc. since September 16, 2020. James is licensed to provide investment advice in Alabama, Illinois, North Carolina, and Tennessee.

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ADVISOR BIO

James Atchley is a registered representative with First Horizon Advisors, Inc. based in Knoxville, Tennessee. James has been in the industry since December 2010 and holds Series 7, Series 24, and Series 63 licenses. James specializes in providing financial planning, portfolio management, and pension consulting services to individual and business clients.

SPECIALIZATIONS