JB
JB

James Best

20 Years of Experience
Columbia, SC
1 DisclosureBroker

James Best is a registered investment advisor at Wells Fargo Advisors, based in Columbia, SC, with 20 years of industry experience. James is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14699 advisors
IM Fee
Planning only
Assets Under Management
$671.4B

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

Loading...

Location

1320 Main St, Ste 600, Columbia, SC, 29201

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
May 2003
Settled
Other Business Activities

James is a co-trustee for a family trust, dedicating minimal time to monitoring accounts. He also serves on the investment committee for the Girl Scouts of South Carolina, spending minimal time per month.

Employment History
Current Registrations
Wells Fargo Advisors
June 2007 - Present · 19 yrs 4 mos
Wells Fargo Clearing Services, LLCBroker
August 2006 - Present · 20 yrs 2 mos
State Registrations20 states
CACOFLGAKSMAMOMSMTNCNJNYORPASCTNTXUTVAWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
More Advisors