James Burney is a CFP-designated registered investment advisor, based in Charlotte, NC, with 24 years of industry experience.
Location
1030 Admiral Nelson Ct, Charlotte, NC, 28262
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Regulatory History
Clean regulatory record
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.
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James is an employee of The Vanguard Group, Inc., the parent company of Vanguard Marketing Corporation.
Employment History
Current Registrations
Vanguard Advisers, INC.
August 2016 - Present · 9 yrs 11 mos
Vanguard Marketing CorporationBroker
August 2016 - Present · 9 yrs 11 mos
Vanguard Marketing Corporation
August 2016 - Present · 9 yrs 11 mos
Previous Registrations
USAA Financial Planning Services
December 2007 - July 2016 · 8 yrs 7 mos
USAA Financial Advisors, INC.Broker
August 2007 - July 2016 · 8 yrs 11 mos
USAA Investment Management CompanyBroker
June 2003 - October 2007 · 4 yrs 4 mos
Waddell & Reed, INC.
August 2001 - May 2003 · 1 yr 9 mos
Waddell & Reed, INC.Broker
July 2001 - May 2003 · 1 yr 10 mos
State Registrations3 states
NCSCTX
AdvisorBrokerBoth
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.
Exams
No exam information available for this advisor.