Jim Durham is a registered investment advisor, based in Nashville, TN, with 28 years of industry experience.
Location
171 Belle Forest Circle, Nashville, TN, 37221
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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
Jim is involved in multiple accounting and financial services businesses, including Durham CPAs & Financial Services and Winchell CPA & Advisory Services PLLC, taking up a significant portion of his time. He also sells long-term care and life insurance.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations5 states
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