James Blevins (CRD# 7445185) is an Investment Advisor Representative working at Soar Financial LLC in Knoxville, TN and has over 2 years of experience in the finance industry.
CRD# 5686846
Primerica Advisors
CRD# 4511877
Ubs Financial Services Inc.
CRD# 2790169
Silver Oak Securities, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| B And T Developments LLP | Murfreesboro, TN | Sep 2023 - Current | < 1 |
| Summit Financial, Inc. | Knoxville, TN | Aug 2023 - Current | < 1 |
| Soar Financial Llc Dba Retirement Plan Advisiors | Murfreesboro, TN | Sep 2021 - Current | 2 |
| Summit Accounting Services, LLC | Knoxville, TN | Dec 2020 - Current | 3 |
| Mckamey Farms, LLC | Knoxville, TN | Jul 2019 - Dec 2020 | 1 |
| Knox County Government | Knoxville, TN | Oct 2011 - Jun 2019 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2021 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2021 |
- TN
-
Total Assets Under Management14MILLIONS
-
Total Number of Accounts197ACCOUNTS
-
Average Account Value$70,051
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
FL, GA, KY, LA, MD, TN, TX
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