ADVISOR BIO

James Steven Epervary is a registered investment advisor representative with PNC Investments in Williamsburg, VA. James has been in the securities industry since 1988. James has experience working with a wide range of clients, including individuals, high-net-worth individuals, corporations, and charitable organizations. James provides a variety of financial planning and investment management services. James is a graduate of the University of Virginia and holds the Series 7, 9, 10, 24, 63, and 65 licenses.

SPECIALIZATIONS

ADVISOR BIO

James Lloyd Patterson is a financial advisor with Equity Services, Inc. located in ROANOKE, VA. James has been in the industry since 2004. James holds a variety of licenses and certifications, including Series 6, 7, 24, 26, 51, and 63. James also holds the SIE designation. James has experience working with a variety of clients, including high-net-worth individuals, corporations, and pension and profit-sharing plans. James provides a range of financial services, including financial planning, portfolio management, and educational seminars.

SPECIALIZATIONS

ADVISOR BIO

James Fulton Massengill is a financial advisor with Capitol Securities Management, Inc., based in Glen Allen, VA. James has been in the industry since 1986 and has held various roles with several firms including Lincoln Financial Securities Corporation and National Securities Corporation. James holds the Series 6, 7, 24, 63 and 65 licenses. James is currently registered to provide investment advisory services in Virginia and is also a registered representative in Alabama, Connecticut, Florida, Kentucky, Maine, Maryland, New Hampshire, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, Washington, and West Virginia.

SPECIALIZATIONS

ADVISOR BIO

James Boltz is an active Registered Representative and Investment Advisor Representative. James Boltz has been in the industry since July 29, 2013 and is currently registered with Edward Jones. James Boltz is licensed in 16 states. James Boltz has passed the Series 66, Series 7 and SIE exams.

SPECIALIZATIONS

ADVISOR BIO

James Cody Tafel is an investment advisor representative at Thompson Siegel & Walmsley LLC. James Tafel has been working in the industry since 2020 and is licensed in Virginia. James Tafel's firm manages assets for individuals, businesses, and investment companies. The firm provides portfolio management, selection of other advisors, and unified managed accounts.

SPECIALIZATIONS

ADVISOR BIO

James Reilly Palmer is a registered representative and investment advisor representative with Wells Fargo Clearing Services, LLC. James holds the Series 7, Series 63, and Series 65 licenses. James has been in the industry since February 2, 2000, and has previous experience with Prudential Securities Incorporated. James specializes in portfolio management for businesses and individuals, financial planning, and pension consulting.

SPECIALIZATIONS

ADVISOR BIO

James Gilbert Carroll is a financial advisor at Equitable Advisors, LLC, with over 20 years of experience in the financial services industry. James has a strong background in investment advising, having held positions at several prominent firms including Truist Investment Services, Inc., Fidelity Brokerage Services LLC, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. James is a registered representative and investment advisor representative, and holds Series 3, 7, 9, 10, and 66 licenses. James provides a wide range of financial services, including financial planning, portfolio management, and pension consulting. James is also a member of the FINRA Arbitration Panel.

SPECIALIZATIONS

ADVISOR BIO

James Arlin Mumaw is a financial advisor with Ameriprise Financial Services, LLC, where James has been employed since March 2020. James holds several licenses and registrations including Series 66, Series 9, Series 10 and Series 24. James has been in the financial industry since June 24, 2001, and is licensed in 28 states. Ameriprise Financial Services, LLC, with its main office in Minneapolis, Minnesota, has over 13,000 registered representatives and manages more than $479 billion in assets. The firm provides a variety of investment advisory services including financial planning, pension consulting, portfolio management for individuals and businesses, and educational seminars.

SPECIALIZATIONS

ADVISOR BIO

James Dalton Woodard is an investment advisor with over 30 years of experience. James is a registered representative with Oppenheimer & Co. Inc. James has also previously been employed by WELLS FARGO ADVISORS, LLC, JANNEY MONTGOMERY SCOTT LLC, KUHNS BROTHERS & LAIDLAW, INC., LAIDLAW, MARTIN & MOYSEY, INC., and BELLAMAH, NEUHAUSER & BARRETT, INC.. James has a series 7, 63, and 65 license. James's registrations are active in Arizona, California, Delaware, Florida, Georgia, Illinois, Maine, Maryland, New Jersey, Tennessee, Texas, Utah, Virginia, West Virginia, and Wisconsin.

SPECIALIZATIONS

ADVISOR BIO

James Maurice Simon is a financial advisor with Renew Wealth Management LLC. James has been in the financial services industry for over 15 years and has a broad range of experience. He is licensed to provide financial advice in Florida, Maryland, Texas, and Virginia. James holds the Series 66, Series 9, Series 10, and Series 7 licenses, as well as the SIE designation. He is also a Certified Financial Planner. James is dedicated to providing personalized financial advice to his clients, helping them reach their financial goals.

SPECIALIZATIONS