James Stephenson, financial advisor Windsor VA

James Stephenson

CRD Number: 1695847
Current Firm: Primerica Advisors

James Stephenson (CRD# 1695847) is an Investment Advisor Representative working at Primerica Advisors in Windsor, VA and has over 32 years of experience in the finance industry.

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Company Name Location Dates Years
Iowso Isle Of Wight, VA Nov 2010 - Current 9
J Russel Stephens Winsdor, VA Oct 1999 - Current 20
Pfs Investments Inc. Windsor, VA Jun 1987 - Current 32
Pimerica Financial Services Windsor, VA Mar 1987 - Current 32
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1987
S65 NASAA Investment Advisors Law Examination Jun 2016
Contact Info for James R. Stephenson
Phone Number: 800-544-5445
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    3,066
    MILLIONS
  • Total Number of Accounts
    28,263
    ACCOUNTS
  • Average Account Value
    $108,469
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
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, VI, VT, WA, WI, WV, WY

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

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