JE
JE

James Elder

23 Years of Experience
Atlanta, GA
Broker

James Elder is a registered investment advisor, based in Atlanta, GA, with 23 years of industry experience.

Location

3400 Overton Park Drive, Suite 300, Atlanta, GA, 30339

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

James works for McGriff providing retirement plan brokerage and consulting services, dedicating about a quarter of his time to this and a few hours per week to trading. James also works as an advisory representative of a Registered Investment Advisor (RIA), dedicating nearly full-time hours to this and most of that time to trading.

Employment History
Current Registrations
Cambridge Investment Research, INC.
September 2022 - Present · 3 yrs 10 mos
Cambridge Investment Research Advisors, INC.
September 2022 - Present · 3 yrs 10 mos
Cambridge Investment Research, INC.Broker
September 2022 - Present · 3 yrs 10 mos
Previous Registrations
Triad Advisors LLCBroker
July 2018 - September 2022 · 4 yrs 2 mos
Onedigital Investment Advisors
July 2018 - September 2022 · 4 yrs 2 mos
Bb&t Securities, LLC
January 2016 - August 2018 · 2 yrs 7 mos
Bb&t Securities, LLCBroker
January 2016 - August 2018 · 2 yrs 7 mos
Global Retirement Partners LLC
October 2014 - January 2016 · 1 yr 3 mos
LPL Financial LLCBroker
September 2014 - December 2015 · 1 yr 3 mos
Financial Telesis, INC.
October 2011 - September 2014 · 2 yrs 11 mos
Financial Telesis INCBroker
October 2011 - September 2014 · 2 yrs 11 mos
Workman Securities Corporation
October 2006 - September 2011 · 4 yrs 11 mos
Workman Securities Advisory Services
August 2006 - October 2006 · 2 mos
Workman Securities CorporationBroker
December 2005 - September 2011 · 5 yrs 9 mos
Fsc Securities CorporationBroker
November 2005 - December 2005 · 1 mo
Pan-American Financial AdvisersBroker
February 2004 - November 2005 · 1 yr 9 mos
Metlife Securities INC.Broker
August 2000 - March 2002 · 1 yr 7 mos
Metropolitan Life Insurance CompanyBroker
August 2000 - March 2002 · 1 yr 7 mos
State Registrations7 states
GAMNMSNCNMSCTX
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.