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James Pearson, financial advisor Fairhope AL

James Pearson

CRD Number: 4486441
Current Firm: Financial Strategies Wealth Management LLC

James Pearson (CRD# 4486441) is an Investment Advisor Representative working at Financial Strategies Wealth Management LLC in Fairhope, AL and has over 24 years of experience in the finance industry.

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Company Name Location Dates Years
Financial Strategies Wealth Management, LLC Montrose, AL Apr 2014 - Current 10
L&l Financial Services, LLP Mobile, AL Dec 1999 - Sep 2016 16
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 1999
Contact Info for James R. Pearson
Po Box 114, Montrose, AL 36559
Phone Number: 251-391-1007
Registered State(s):
  • AL
  • MS
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Current Firm Details
Financial Strategies Wealth Management LLC
Firm's CRD Number: 170530
Po Box 114, Montrose, AL 36559
By the Numbers
  • Total Assets Under Management
    23
    MILLIONS
  • Total Number of Accounts
    44
    ACCOUNTS
  • Average Account Value
    $511,526
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AL, MS

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