![James Switzer, financial advisor Spartanburg SC](/img/ws/profile-blank-sq.png)
James Switzer (CRD# 2083668) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Spartanburg, SC and has over 33 years of experience in the finance industry.
![Mark Allen, financial advisor Spartanburg SC](/img/ws/profile-blank-sq.png)
CRD# 5681493
Edward Jones
![Douglas Almeida, financial advisor Spartanburg SC](/img/ws/profile-blank-sq.png)
CRD# 2033114
Lpl Financial LLC
![Clint Anderson, financial advisor Spartanburg SC](/img/ws/profile-blank-sq.png)
CRD# 4837605
Principal Asset Management
Company Name | Location | Dates | Years |
---|---|---|---|
Switzer Wealth Partners | Spartanburg, SC | Feb 2016 - Current | 8 |
Raymond James Financial Services Advisors Inc. | Spartanburg, SC | May 2014 - Current | 10 |
Raymond James Financial Services, Inc. | Spartanburg, SC | Apr 2014 - Current | 10 |
Switzer Wealth Partners | Spartanburg, SC | Apr 2014 - Current | 10 |
Oceanna Ii | Spartanburg, SC | Aug 2006 - Current | 17 |
Switzer Cobb Wealth Partners | Spartanburg, SC | Apr 2014 - Feb 2016 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Nov 1990 |
S65 | NASAA Investment Advisors Law Examination | Apr 1994 |
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- SC
- TX
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Total Assets Under Management275,430MILLIONS
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Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
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- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
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- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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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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