James Terrells is a registered investment advisor, based in Spokane, WA, with 18 years of industry experience. James is also registered as a broker, so some compensation may come from commissions on products sold.
Location
1101 N Argonne Rd Ste 202, Spokane, WA, 99212
Get directionsHistory
Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
September 2012Judgment / Lien
February 2008Judgment / Lien
December 2002Employment History
Current Registrations
Bankers Life Securities, INC.Broker
June 2026 - Present · 4 mos
Bankers Life Advisory Services, INC.
June 2026 - Present · 4 mos
Previous Registrations
Lodestone Wealth Management LLC
February 2014 - October 2025 · 11 yrs 8 mos
Northwest Investment Advisors, INC.Broker
February 2014 - May 2026 · 12 yrs 3 mos
First Command Financial Planning, INC.
February 2013 - January 2014 · 11 mos
First Command Financial Planning, INC.Broker
January 2013 - January 2014 · 1 yr
Selkirk Investments, INC.Broker
July 2007 - September 2012 · 5 yrs 2 mos
State Registrations2 states
IDWA
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.
More Advisors
- Charles Cowgill, CFPRichards Merrill Wealth Management
- Hunter Jensen, CFPCharles Schwab & CO., INC.
- Kathryn Young, CFPFinancial Forum, INC.
- Cody Huckins, ChFCWells Fargo Advisors
- Monique Corigliano, CFPRichards Merrill Wealth Management
- Randy Martin, CFPCetera Investment Advisers LLC