James BuchananCRD Number: 1454494
Current Firm: Suntrust Investment Services, Inc.
James Buchanan (CRD# 1454494) is an Investment Advisor Representative working at Suntrust Investment Services, Inc. in Lakeland, FL and has over 31 years of experience in the finance industry.
Allen & Company Of Florida, Inc.
Usaa Financial Planning Services
Lpl Financial LLC
|Suntrust Securities, Inc.||Lakeland, FL||Jul 1998 - Current||19|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 1986|
|S66||NASAA Uniform Combined State Law Examination||Nov 2001|
- Customer Dispute
Total Assets Under Management10,443MILLIONS
Total Number of Accounts26,841ACCOUNTS
Average Account Value$389,077
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV