James Elam (CRD# 4040694) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Fort Pierce, FL and has over 24 years of experience in the finance industry.
CRD# 5769283
Paradigm Shift Financial, LLC
CRD# 5575170
Edward Jones
CRD# 6980780
Fidelity Personal And Workplace Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Raymond James Financial Services Advisors, Inc. | Ft. Pierce, FL | Jan 2009 - Current | 15 |
Berger, Toombs, Elam & Frank, Cpa's Chartered | Fort Pierce, FL | Jun 2004 - Current | 19 |
Raymond James Financial Services | Stuart, FL | Mar 1999 - Current | 25 |
William & Helen Thomas Charitable Trust | Port St. Lucie, FL | May 1997 - Current | 26 |
Berger,toombs,elam,gaines And Frank | Ft. Pierce, FL | Jan 1982 - Current | 42 |
John Carroll High School | Fort Pierce, FL | Jan 2013 - Jan 2018 | 5 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jan 2000 |
S65 | NASAA Investment Advisors Law Examination | Dec 1999 |
- FL
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Total Assets Under Management275,430MILLIONS
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Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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
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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