James Earhart, financial advisor Memphis TN

James Earhart

CRD Number: 1913724
Current Firm: Park Avenue Securities LLC

James Earhart (CRD# 1913724) is an Investment Advisor Representative working at Park Avenue Securities LLC in Memphis, TN and has over 34 years of experience in the finance industry.

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Company Name Location Dates Years
Park Avenue Securities LLC Memphis, TN May 1999 - Current 24
The Guardian Life Insurance Company Of Ameri Memphis, TN Oct 1988 - Current 35
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1989
S65 NASAA Investment Advisors Law Examination Mar 2014
Contact Info for James D. Earhart
Phone Number: 1-888-600-4667
Registered State(s):
  • KY
  • TN
By the Numbers
  • Total Assets Under Management
    11,882
    MILLIONS
  • Total Number of Accounts
    62,811
    ACCOUNTS
  • Average Account Value
    $189,164
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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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