James Towns, financial advisor Flowood MS
93 score

James Towns

CRD Number: 5303188
Current Firm: Sound Financial Strategies Group, Inc.

James Towns (CRD# 5303188) is an Investment Advisor Representative working at Sound Financial Strategies Group, Inc. in Flowood, MS and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
Comprehensive Asset Management And Servicing, Inc. Parsippany, NJ Mar 2017 - Current 1
Sound Financial Strategies Group, Inc. Flowood, MS Sep 2012 - Current 5
National Planning Corporation Madison, MS Jun 2008 - Mar 2017 8
Financial Strategies Group Inc. Madison, MS Aug 2007 - Sep 2012 5
Lifelock Inc. Tempe, AZ Mar 2008 - Dec 2008 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2007
Contact Info for James A. Towns
Phone Number: 601-856-3825
Firm Website: https://www.soundfsg.com
Registered State(s):
  • MS
By the Numbers
  • Total Assets Under Management
    185
    MILLIONS
  • Total Number of Accounts
    1,240
    ACCOUNTS
  • Average Account Value
    $149,194
Compensation Options
  • A percentage of assets under your management
  • Commissions
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States

AL, FL, LA, MS, TN, TX

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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