James Lankford
James Lankford is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Knoxville, TN, with 18 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
5537 Kingston Pike, Knoxville, TN, 37919-5025
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Regulatory History
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 works as a financial advisor for FirstBank and FirstBank Investment Partners, dedicating about half of his time to each. He also works as an agent for FirstBank Insurance Inc, spending a few hours per week in this role.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
Ftb Advisors, INC.Broker
Ftb Advisors, INC.
Cetera Investment Advisers LLC
Cetera Investment Services LLC
Cetera Investment Services LLCBroker
First Tennessee Advisory Services, INC.
Ftb Advisors, INC.
First Tennessee Brokerage, INC.Broker
Planco Financial Services, LLCBroker
State Registrations10 states
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