Andrew James, financial advisor Chapel Hill NC

Andrew James

CRD Number: 5653011
Current Firm: Franklin Street Advisors Inc.

Andrew James (CRD# 5653011) is an Investment Advisor Representative working at Franklin Street Advisors Inc. in Chapel Hill, NC and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Franklin Street Partners, Inc. Chapel Hill, NC Jun 2002 - Current 22
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2009
S65 NASAA Investment Advisors Law Examination Jan 2020
Contact Info for Andrew E. James
Phone Number: 919-489-2600
Registered State(s):
  • NC
  • TX
By the Numbers
  • Total Assets Under Management
    3,465
    MILLIONS
  • Total Number of Accounts
    1,563
    ACCOUNTS
  • Average Account Value
    $2,216,917
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

CA, FL, GA, LA, MA, NC, NJ, NY, SC, TN, TX, VA

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