James Kirven
James Kirven is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Greensboro, NC, with 28 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
1501 Highwoods Blvd, Suite 102, Greensboro, NC, 27410
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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James is an investment committee member for the YMCA of Greensboro, overseeing endowment investments. He also owns rental properties in Emerald Isle and Greensboro, and is an apartment owner/developer in Raleigh, dedicating minimal time to these activities.
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations17 states
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