ADVISOR BIO

James Richards is a financial advisor with over 13 years of experience in the financial services industry. James has been with UBS Financial Services Inc. since 2019, and prior to that, worked with Morgan Stanley and Merrill Lynch. James has Series 7, 63, and 66 securities licenses. He is a registered representative in 53 states and the District of Columbia and is also a registered investment advisor in Virginia and Florida. James is dedicated to providing his clients with personalized financial advice and helping them achieve their financial goals.

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ADVISOR BIO

James Zajac is a Registered Representative at Wells Fargo Clearing Services, LLC with over 13 years of experience in the industry. James is licensed in the state of New Jersey and is registered with both FINRA and the state of New Jersey. James Zajac's professional experience includes working with insurance companies, investment companies, charitable organizations, high net worth individuals, corporations, and other businesses. James Zajac offers financial planning, pension consulting, and investment consulting services to institutional clients.

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ADVISOR BIO

James Wambach is a financial advisor at Transamerica Financial Advisors, Inc.. James has been in the industry since 2017 and is registered with the state of Virginia and North Carolina. James is Series 6 and 63 licensed. James specializes in providing financial advice to individuals and businesses.

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ADVISOR BIO

James Barton is a financial advisor at Morgan Stanley. James has been in the financial industry since 2013 and is registered with FINRA and the state of Virginia. James has experience in providing a variety of financial services, including investment management, financial planning and portfolio management. James has a Series 7, Series 31, and Series 66 license and is registered in 22 states, including Texas, Virginia and California.

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ADVISOR BIO

James McComb has over 20 years of experience in the financial industry. James is a registered representative and investment advisor representative with J.P. Morgan Securities LLC. James has held previous positions at Charles Schwab & Co., Inc., TD Ameritrade, Inc., and HSBC Securities (USA) Inc. James is licensed to provide securities and investment advisory services in several states, including California, District of Columbia, Maryland, North Carolina, Texas, and Virginia.

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ADVISOR BIO

James Benjamin Hurt is a financial advisor with Wells Fargo Clearing Services, LLC. He has been in the industry since 2006 and is registered to provide investment advice in Virginia and District of Columbia, Maryland. He is also licensed to provide investment advice in Virginia. James Benjamin Hurt has passed the Series 6, 7, 63 and 65 exams. He has experience working with various clients, including individuals, corporations, high-net-worth individuals, charitable organizations and pension and profit sharing plans. He is focused on providing financial planning, investment consulting services to institutional clients, and portfolio management for individuals and businesses.

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ADVISOR BIO

James William Whelen is an active investment advisor representative with over 30 years of experience in the financial industry. James has been associated with Davenport & Co. LLC since April 2006. James has a strong track record of success and is committed to providing his clients with the highest level of personalized service. James holds a Series 66 license. James is registered to provide investment advisory services in Virginia and Texas.

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ADVISOR BIO

James Ramsay is a financial advisor currently registered with Fidelity Personal And Workplace Advisors. James Ramsay has been working in the financial industry since 2018. James Ramsay has a Series 66, Series 7TO and a SIE license. James Ramsay has a Certified Financial Planner designation. James Ramsay is licensed in Alabama, Florida, Illinois, Maryland, Nevada, New York, North Carolina, Ohio, Pennsylvania, Texas and Virginia. Prior to joining Fidelity Personal And Workplace Advisors, James Ramsay worked at Park Avenue Securities and KMS Financial Services, Inc.

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ADVISOR BIO

James Frederick Collins is a financial advisor at Ameriprise Financial Services, LLC, located in Midlothian, Virginia. James has been in the financial industry since June 2008. James holds Series 6, 7, 31, and 63 licenses as well as the SIE exam and the Uniform Investment Adviser Law Examination. James is registered to provide investment advice in 17 states. In addition to Ameriprise Financial Services, LLC, James has previously been employed with CUNA BROKERAGE SERVICES, INC., ONEAMERICA SECURITIES, INC., AXA ADVISORS, LLC, WELLS FARGO ADVISORS, LLC, MORGAN STANLEY SMITH BARNEY, NYLIFE SECURITIES LLC, UVEST FINANCIAL SERVICES GROUP, INC., and NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC. James is also an independent insurance broker with Colonial Life.

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ADVISOR BIO

James McCormack is a financial advisor with Truist Advisory Services, Inc. James has over 30 years of experience in the financial services industry. James is a Series 6, 7, 63 and 65 licensed professional. James offers a variety of financial planning services, including portfolio management, financial profiling, and publication of periodicals. James is registered in 32 states and the District of Columbia. James is committed to helping clients achieve their financial goals.

SPECIALIZATIONS