James Boswell (CRD# 6816944) is an Investment Advisor Representative working at Ferguson Shapiro LLC in Decatur, GA and has over 6 years of experience in the finance industry.
CRD# 7069825
Beacon Global Advisor Network, LLC
CRD# 5338514
Rollins Financial Advisors, LLC
CRD# 5822473
Rockefeller Capital Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ferguson Shapiro LLC | Decatur, GA | Aug 2018 - Current | 5 |
| Kevin Ferguson | Decatur, GA | Aug 2017 - Current | 6 |
| Axa Advisors LLC | Atlanta, GA | Aug 2017 - Aug 2018 | 1 |
| Green Light Capital Advisors LLC | Atlanta, GA | May 2016 - Jun 2017 | 1 |
| Troutman Sanders | Atlanta, GA | Mar 2016 - Jun 2017 | 1 |
| Ds Capital Lending Group | Atlanta, GA | Jan 2016 - Dec 2016 | < 1 |
| Censeo Advisors | Atlanta, GA | Aug 2015 - Jan 2016 | < 1 |
| Boswell Rei LLC | Atlanta, GA | Jun 2010 - Dec 2015 | 5 |
| Federal Home Loan Bank Of Atlanta | Atlanta, GA | May 2015 - Aug 2015 | < 1 |
| Southern Traditions Clothing | Atlanta, GA | Jan 2011 - Dec 2014 | 3 |
| 21st Century Financial | Atlanta, GA | Aug 2014 - Nov 2014 | < 1 |
| University Of Alabama | Tuscaloosa, AL | Aug 2009 - May 2014 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2017 |
- GA
-
Total Assets Under Management327MILLIONS
-
Total Number of Accounts893ACCOUNTS
-
Average Account Value$365,951
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AL, CA, FL, GA, LA, NC, NH, NY, TX
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.