James BridgesCRD Number: 5281882
Current Firm: Lakeview Capital Partners, LLC
James Bridges (CRD# 5281882) is an Investment Advisor Representative working at Lakeview Capital Partners, LLC in Atlanta, GA and has over 10 years of experience in the finance industry. James Bridges has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Terra Firma Financial LLC
Meridian Investment Partners
Rollins Financial Inc.
|Lakeview Capital Partners, LLC||Atlanta, GA||Feb 2014 - Current||3|
|Sterne Agee Financial Services, Inc.||Atlanta, GA||Feb 2014 - Current||3|
|Purshe Kaplan Sterling Investments||Albany, NY||Apr 2012 - Feb 2014||1|
|Ha&w Wealth Mgmt||Atlanta, GA||Apr 2012 - Feb 2014||1|
|Ha&w Risk Mgmt||Atlanta, GA||Apr 2012 - Feb 2014||1|
|Morgan Keegan||Atlanta, GA||Jan 2007 - Mar 2012||5|
|Unemployed||Fort Myers, FL||Jun 2006 - Jan 2007||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2007|
Total Assets Under Management2,080MILLIONS
Total Number of Accounts2,784ACCOUNTS
Average Account Value$747,160
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, CA, CT, FL, GA, IL, LA, MA, MO, NC, NY, OH, PA, SC, TN, TX, VA
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