James Burns (CRD# 2984095) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Roebuck, SC and has over 23 years of experience in the finance industry.
CRD# 5253310
Boundless Financial
CRD# 6162753
Brookstone Wealth Advisors, LLC
CRD# 5633227
Northwestern Mutual Investment Services,llc
| Company Name | Location | Dates | Years |
|---|---|---|---|
| State Farm Investment Management Corp. | Roebuck, SC | Feb 2021 - Current | 3 |
| State Farm Vp Management Corp | Roebuck, SC | Aug 2020 - Current | 3 |
| State Farm Insurance | Roebuck, SC | Aug 2020 - Current | 3 |
| State Farm Vp Management Corp. | Townville, SC | Jun 2017 - Aug 2020 | 3 |
| State Farm Insurance | Townville, SC | Jun 2017 - Aug 2020 | 3 |
| State Farm Investment Management Corp. | Townville, SC | Sep 2018 - Jun 2019 | < 1 |
| State Farm Vp Management Corp. | Moore, SC | Mar 2013 - Jun 2017 | 4 |
| State Farm Insurance | Moore, SC | Mar 2013 - Jun 2017 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2000 |
- NC
- SC
-
Total Assets Under Management10,165MILLIONS
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Total Number of Accounts4ACCOUNTS
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Average Account Value$2,541,134,043
- A percentage of assets under your management
- Portfolio management for investment companies (as well as "business development companies")
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, WY
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