James Presley
James Presley is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Lexington, TN, with 32 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
18 S. Main Street, Lexington, TN, 38351
Get directionsHistory
Regulatory History (2)
Customer Dispute
December 2010Customer Dispute
April 2005Other Business ActivitiesSells Insurance
James is a financial advisor at FirstBank and FirstBank Investment Partners, dedicating about half his time to each. He also owns rental real estate, breeds Texas Longhorn cattle, and is a fixed annuity agent at FirstBank Insurance, Inc, spending minimal time on these activities.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
Invest Financial Corporation
Invest Financial CorporationBroker
Ameristar Capital Markets, INC.Broker
State Registrations29 states
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.