James Richburg, financial advisor Greenacres FL

James Richburg

CRD Number: 4508704
Current Firm: Primerica Advisors

James Richburg (CRD# 4508704) is an Investment Advisor Representative working at Primerica Advisors in Greenacres, FL and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Wiley Sanders Truck Lines Troy, AL Jan 2024 - Current < 1
Pfs Investments Inc. Niceville, FL Feb 2002 - Current 22
Primerica Financial Services Niceville, FL Jun 2000 - Current 23
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2007
S65 NASAA Investment Advisors Law Examination Sep 2011
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for James R. Richburg
Phone Number: 833-786-0550
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    7,088
    MILLIONS
  • Total Number of Accounts
    56,552
    ACCOUNTS
  • Average Account Value
    $125,337
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

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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