James Furrow
James Furrow is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Bellevue, WA, with 39 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
11911 NE 1st Street, Suite 312, Bellevue, WA, 98005
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
James works as an advisory representative for Senior Financial Advisors, Inc., dedicating full-time hours to this role. He also works as an insurance agent selling life insurance and annuities, spending a few hours per week on this activity.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Senior Financial Advisors, INC.
Previous Registrations
Cetera Investment Advisers LLC
Cetera Advisor Networks LLC
Cetera Wealth Services, LLCBroker
First Affiliated Securities, INC.Broker
Pfg Securities, INC.Broker
Nylife Securities INC.Broker
State Registrations18 states
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