Beth James, financial advisor Johnston RI

Beth James

CRD Number: 6064087
Current Firm: Primerica Advisors

Beth James (CRD# 6064087) is an Investment Advisor Representative working at Primerica Advisors in Johnston, RI and has over 11 years of experience in the finance industry.

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Company Name Location Dates Years
The Fogarty Center/options Barrington, RI Sep 2023 - Current < 1
Pfs Investments Inc. Johnston, RI May 2012 - Current 11
Primerica Financial Services Johnston, RI Aug 2010 - Current 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2012
S65 NASAA Investment Advisors Law Examination Feb 2014
Contact Info for Beth E. James
Phone Number: 833-786-0550
Registered State(s):
  • RI
By the Numbers
  • Total Assets Under Management
    7,088
    MILLIONS
  • Total Number of Accounts
    56,552
    ACCOUNTS
  • Average Account Value
    $125,337
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

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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