ADVISOR BIO

James Bryan Crenshaw is a financial advisor at Raymond James & Associates, Inc. located in Memphis, TN. James has been in the financial services industry since March 2022 and holds the Series 7, Series 63, and SIE licenses. James is registered with the state of Colorado, Georgia, Illinois, Indiana, Kansas, Kentucky, Massachusetts, Mississippi, Montana, New Jersey, Ohio, Oklahoma, Tennessee, Texas, West Virginia, and Wisconsin.

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ADVISOR BIO

James Nichols is a financial advisor with UBS Financial Services Inc. James has over 15 years of experience in the financial services industry. James specializes in providing financial advice to individuals, families, and businesses. James is also a registered representative of UBS Financial Services Inc. and holds the Series 7, 63, and 65 licenses. In addition to his role at UBS Financial Services Inc., James is also a member of the board of directors for The Preservation Foundation, Inc.

SPECIALIZATIONS

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.

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ADVISOR BIO

James Kyle East is a financial advisor with Silver Oak Securities, Inc. James has been in the industry since June 6, 2014, and is registered in Illinois, Mississippi, Missouri, and Tennessee. James has Series 6 and 63 licenses. James has experience working with individuals, including high-net-worth individuals, and providing financial planning services. James is also a financial advisor with WOODMEN FINANCIAL SERVICES, INC. James has worked for both firms previously.

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ADVISOR BIO

James Lynn Cagle is an Investment Advisor Representative associated with Merrill Lynch, Pierce, Fenner & Smith Inc. James has been in the financial services industry since 1985. The advisor is currently registered with FINRA and the states of Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin, and Wyoming. The advisor's branch office is located at 800 S GAY ST, KNOXVILLE, TN, 37929.

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ADVISOR BIO

James David Dickson is a registered Investment Advisor Representative associated with Paul Winkler, Inc. James has been in the industry since August 2020 and is licensed in Alabama, Arkansas, Florida, Tennessee and Virginia. James provides financial planning, educational seminars, and portfolio management for businesses and individuals.

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ADVISOR BIO

James Dalton is a financial advisor with Edward Jones, a firm with over 19,800 licensed agents and $824.9 billion in regulatory assets under management. James is registered in 29 states and is experienced in providing financial planning, pension consulting, and selection of other advisors. James is also a specialist in portfolio management for businesses and individuals.

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ADVISOR BIO

James Newsome is a financial advisor at LPL Financial LLC. James has been in the financial services industry since March 27, 2019. James has a Series 7TO, Series 66, and SIE license and is registered with the following states: Arizona, California, Colorado, Connecticut, Florida, Hawaii, Idaho, Indiana, Iowa, Massachusetts, Minnesota, Nevada, New Jersey, New York, Oregon, Pennsylvania, Tennessee, Texas, Virginia, and Washington. James's previous experience includes working for Northwestern Mutual Investment Services, LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated.

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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 Michael Reynolds is a Registered Representative and Investment Advisor Representative with Thoroughbred Financial Services, LLC. James has been in the financial services industry since June 15, 2010. James is licensed to provide financial services in Alabama, California, Florida, Georgia, Indiana, Kentucky, Louisiana, Maine, Maryland, Massachusetts, New Jersey, North Carolina, Pennsylvania, Tennessee, Texas, and Virginia. James is a Series 66, Series 7, and SIE licensed advisor. Thoroughbred Financial Services, LLC provides financial planning, portfolio management for individuals, and selection of other advisors.

SPECIALIZATIONS