James Byers (CRD# 5134439) is an Investment Advisor Representative working at Adaptfirst Investments LLC in Greensboro, NC and has over 17 years of experience in the finance industry.
CRD# 2756872
Absher Wealth Management, LLC
CRD# 1698005
Grove Point Advisors, LLC
CRD# 4161901
Founders Financial Alliance, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Adaptfirst Investments LLC | Greensboro, NC | Oct 2019 - Current | 4 |
| Byers Wealth Strategies - Insurance Brokerage | Greensboro, NC | Oct 2017 - Current | 6 |
| Innovation Partners LLC | Charlotte, NC | Oct 2017 - Oct 2019 | 2 |
| Hunter Insurance & Financial Services | Greensboro, NC | Mar 2016 - Oct 2017 | 1 |
| Pruco Securities LLC | Raleigh, NC | Feb 2014 - Oct 2017 | 3 |
| The Prudential Insurance Company Of America | Raleigh, NC | Feb 2014 - Oct 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2006 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2009 |
- GA
- IN
- NY
- NC
- SC
- TX
-
Total Assets Under Management55MILLIONS
-
Total Number of Accounts836ACCOUNTS
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Average Account Value$66,154
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
CA, FL, GA, IN, MD, NC, NY, OH, SC, TX
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