James Earhart, financial advisor Memphis TN
93 score

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 27 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 17
The Guardian Life Insurance Company Of Ameri Memphis, TN Oct 1988 - Current 28
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Mar 2014
S63 Uniform Securities State Law Examination Aug 1989
Contact Info for James D. Earhart
Phone Number: 1-888-600-4667
Registered State(s):
  • KY
  • TN
  • MS
By the Numbers
  • Total Assets Under Management
    6,646
    MILLIONS
  • Total Number of Accounts
    39,311
    ACCOUNTS
  • Average Account Value
    $169,065
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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