James Spann (CRD# 2291402) is an Investment Advisor Representative working at Ip Financial Advisory Services LLC in Ooltewah, TN and has over 25 years of experience in the finance industry.
CRD# 4760390
Raymond James Financial Services Advisors, Inc.
CRD# 1382
Osaic Wealth, Inc.
CRD# 5426975
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Innovation Partners LLC | Charlotte, NC | Oct 2021 - Current | 2 |
| Ip Financial Advisory Services LLC | Charlotte, NC | Oct 2021 - Current | 2 |
| Champion Accounting Specialists | Ooltewah, TN | Jan 1988 - Current | 36 |
| Woodbury Financial Services, Inc. | Ooltewah, TN | Mar 2019 - Oct 2021 | 2 |
| Questar Asset Management | Minneapolis, MN | Apr 2015 - Mar 2019 | 3 |
| Questar Capital Corporation | Minneapolis, MN | Apr 2015 - Mar 2019 | 3 |
| Legend Equities Corporation | Palm Beach Gardens, FL | Mar 2015 - Apr 2015 | < 1 |
| Legend Advisory Corporation | Palm Beach Gardens, FL | Mar 2015 - Apr 2015 | < 1 |
| Valic Investment Services Company | Nashville, TN | Nov 1998 - Mar 2015 | 16 |
| The Variable Annuity Marketing Company | Atlanta, GA | Oct 1992 - Mar 2015 | 22 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1998 |
| S66 | NASAA Uniform Combined State Law Examination | Mar 2003 |
- TN
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Total Assets Under Management297MILLIONS
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Total Number of Accounts2,290ACCOUNTS
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Average Account Value$129,673
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- 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)
- Other
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
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