James Sears, financial advisor Roswell GA
96 score

James Sears

CRD Number: 1447367
Current Firm: Voya Financial Advisors, Inc.

James Sears (CRD# 1447367) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Roswell, GA and has over 31 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Voya Financial Advisors Des Moines, IA Sep 2014 - Current 2
Fidelity Financial Group, Inc. Roswell, GA Jan 1994 - Current 22
Fidelity Financial Services Atlanta, GA Jan 1984 - Current 32
Fidelity Union Life Ins. Company Atlanta, GA Oct 1970 - Current 46
Ing Financial Partners, Inc. Des Moines, IA Jan 2004 - Sep 2014 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1985
Contact Info for James N. Sears
Phone Number: 1-800-356-2906
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
    9,298
    MILLIONS
  • Total Number of Accounts
    59,441
    ACCOUNTS
  • Average Account Value
    $156,432
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • 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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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