James Byers is a CFP-designated registered investment advisor, based in Alpharetta, GA, with 24 years of industry experience.
Location
2400 Lakeview Parkway, Suite 550, Alpharetta, GA, 30009
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
James is a financial advisor with Merit Financial Group, dedicating full-time hours to serving clients. He also provides fixed insurance advice, though this takes minimal time.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
August 2024 - Present · 1 yr 9 mos
Merit Financial Advisors
December 2023 - Present · 2 yrs 5 mos
Previous Registrations
Clearbridge Wealth Management, INC
October 2013 - December 2023 · 10 yrs 2 mos
LPL Financial LLCBroker
March 2007 - August 2024 · 17 yrs 5 mos
LPL Financial LLC
March 2007 - October 2015 · 8 yrs 7 mos
Raymond James Financial Services
November 2004 - March 2007 · 2 yrs 4 mos
Consolidated Planning CORP
April 2003 - March 2007 · 3 yrs 11 mos
Raymond James Financial Services, INC.Broker
March 2002 - March 2007 · 5 yrs
State Registrations30 states
ARAZCACOCTDCDEFLGAILINKSKYMDMIMNMOMSNCNJNYOHOKPASCTNTXUTVAWA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.