James Magbee, financial advisor Saint Simons Island GA

James Magbee

CRD Number: 2194066
Current Firm: Raymond James Financial Services Advisors, Inc.

James Magbee (CRD# 2194066) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Saint Simons Island, GA and has over 32 years of experience in the finance industry.

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Raymond James & Associates, Inc.
Company Name Location Dates Years
Raymond James Financial Services Advisors Inc. Brunswick, GA Mar 2013 - Current 11
Reno Wealth Management Saint Simons Island, GA Mar 2013 - Current 11
Champion & Magbee Financial Services Saint Simons Island, GA Aug 2012 - Current 11
Raymond James Financial Services,inc Atlanta, GA Dec 2010 - Current 13
Champion & Magbee Financial Services Saint Simons Island, GA Apr 2012 - Jun 2019 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1991
S65 NASAA Investment Advisors Law Examination Feb 2013
Contact Info for James R. Magbee
Phone Number: 727-567-3020
Registered State(s):
  • GA
  • TX
By the Numbers
  • Total Assets Under Management
    275,430
    MILLIONS
  • Total Number of Accounts
    985,117
    ACCOUNTS
  • Average Account Value
    $279,591
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • 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)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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