James CousinsCRD Number: 4543324
Current Firm: Silverleafe Capital Partners, LLC
James Cousins (CRD# 4543324) is an Investment Advisor Representative working at Silverleafe Capital Partners, LLC in Memphis, TN and has over 11 years of experience in the finance industry. James Cousins has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Delta Asset Management, LLC
Wells Fargo Advisors, LLC
Ameriprise Financial Services, Inc.
|United Capital Financial Advisers, LLC||Memphis, TN||Sep 2010 - Current||6|
|Girard Securities, Inc.||San Diego, CA||Sep 2010 - Current||6|
|Sovereign Wealth Management, Inc.||Memphis, TN||Oct 2008 - Current||8|
|Morgan Keegan & Company||Memphis, TN||Oct 2003 - Sep 2008||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2005|
Total Assets Under Management169MILLIONS
Total Number of Accounts267ACCOUNTS
Average Account Value$631,758
- 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
- Selection of other advisers (including private fund managers)
MS, TN, TX
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