James Marsh
James Marsh is a registered investment advisor at Tavco Financial Advisory, INC, based in Fitzgerald, GA, with 33 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 53 clients with $10M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Tavco Financial Advisory recommends third-party money managers to manage your investments. You'll pay a fee to both Tavco Financial Advisory and the third-party manager. The total fee will not exceed 2% of your portfolio. Tavco Financial Advisory monitors your account to ensure the manager remains suitable. Fees are deducted directly from your account.
Location
Fitzgerald, GA
Get directionsHistory
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 a registered representative with The Tavenner Company and investment advisor representative with Tavco Financial Advisory, Inc., dedicating most of his time to these roles. He also works as an insurance agent, selling final expense, Medicare Supplement, life, and health insurance products, spending about 10% of his time on this activity.
Employment History
Current Registrations
Tavco Financial Advisory, INC
The Tavenner Company
The Tavenner CompanyBroker
Previous Registrations
Kovack Securities INC.Broker
Kovack Advisors, INC.
W.H. Colson & Associates, INC.
W. H. Colson Securities, INC.Broker
Northeast Securities, INC.Broker
Investors Capital CORP.Broker
MML Investors Services, INC.Broker
G. R. Phelps & CO., INC.Broker
State Registrations1 state
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.