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James Couch

19 Years of Experience
Wakefield, RI

James Couch is a registered investment advisor at Wildflower Wealth Advisors, LLC, based in Wakefield, RI, with 19 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth.

Compensation
N/A
Firm Size
1 advisor
IM Fee
Planning only

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

Wakefield, RI

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History

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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Other Business Activities

James is an attorney and owner of James G. Cough & Associates LLC, focusing on estate planning. This related activity takes about 10-20% of his time.

Employment History
Current Registrations
Wildflower Wealth Advisors, LLC
January 2024 - Present · 2 yrs 4 mos
Previous Registrations
Briggs Advisory Group, INC.
March 2018 - December 2023 · 5 yrs 9 mos
1st Global Advisors INC
March 2007 - June 2018 · 11 yrs 3 mos
1st Global Capital CORP.Broker
January 2007 - June 2018 · 11 yrs 5 mos
State Registrations1 state
RI
Advisor

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.
James Couch - Financial Advisor | TrueAdvisor