James Elam
James Elam is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Fort Pierce, FL, with 26 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
600 Citrus Avenue, Suite 200, Fort Pierce, FL, 34950
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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James is the President and Director of Berger, Toombs, Elam & Frank, CPA's Chartered and a Shareholder, Director, Officer and Employee of Berger, Toombs, Elam, Gaines & Frank, Cpas, Chartered, spending about half his time on these activities. He also serves as Treasurer for Westside Baptist Church, dedicating minimal time to this role.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services
State Registrations10 states
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