James Magbee
James Magbee is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in St. Simons Island, GA, with 31 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
3600 Frederica Road, Unit 6, St. Simons Island, GA, 31522
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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James is a managing partner and owner of Champion & Magbee Financial Services, and CEO of Reno Wealth Management and Reno Real Estate LLC. He also serves as Treasurer and committee member for Oglethorpe University and Wesley Church at Frederica, dedicating minimal time to each of these activities.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Franklin/templeton Distributors, INC.Broker
Diversified Investors Securities CORP.Broker
Manning & Napier Advisors INC
Franklin/templeton Distributors, INC.Broker
Manning & Napier Advisory Advantage Corporation
Manning & Napier Advisors INC
Manning & Napier Investor Services, INC.Broker
Ge Investment Distributors, INCBroker
Transamerica Securities Sales CorporationBroker
Transamerica Financial Resources, INC.Broker
Cigna Financial Advisors,inc.Broker
State Registrations30 states
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