James SearsCRD 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.
Terra Firma Financial LLC
Meridian Investment Partners
Rollins Financial Inc.
|Voya Financial Advisors||Des Moines, IA||Sep 2014 - Current||2|
|Fidelity Financial Group, Inc.||Roswell, GA||Jan 1994 - Current||23|
|Fidelity Financial Services||Atlanta, GA||Jan 1984 - Current||33|
|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|
Total Assets Under Management9,298MILLIONS
Total Number of Accounts59,441ACCOUNTS
Average Account Value$156,432
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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