James Mathews, financial advisor Calhoun GA

James Mathews

CRD Number: 4146073
Current Firm: Starr-mathews Financial, LLC

James Mathews (CRD# 4146073) is an Investment Advisor Representative working at Starr-mathews Financial, LLC in Calhoun, GA and has over 19 years of experience in the finance industry.

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Company Name Location Dates Years
Starr-mathews Financial, LLC Calhoun, GA Aug 2005 - Current 14
Starr-mathews Agency, Inc. Calhoun, GA Sep 1977 - Current 42
Lpl Financial, LLC Calhoun, GA Dec 2005 - Jan 2013 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2000
Contact Info for James S. Mathews
Phone Number: 706 624 4080
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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