James Chandler, financial advisor Sumter SC
90 score

James Chandler

CRD Number: 5948315
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

James Chandler (CRD# 5948315) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Sumter, SC and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Sumter, SC Aug 2015 - Current 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Sumter, SC Jun 2015 - Current 1
Bethany Baptist Church Bishopville, SC Nov 2010 - Current 6
Toumey Regional Medical Center Sumter, SC Oct 2007 - Current 9
Axa Advisors, LLC New York, NY Nov 2014 - Jun 2015 < 1
Bb&t Securiities Sumter, SC Apr 2013 - Nov 2014 1
Axa Advisors, LLC New York, NY Oct 2011 - Apr 2013 1
Grace Baptist Church Sumter, SC Nov 1990 - Nov 2010 20
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2011
Contact Info for James R. Chandler
Phone Number: 800-637-7455
Registered State(s):
  • SC
By the Numbers
  • Total Assets Under Management
    575,342
    MILLIONS
  • Total Number of Accounts
    1,715,259
    ACCOUNTS
  • Average Account Value
    $335,425
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
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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