James Bridges is a CFP-designated registered investment advisor, based in Atlanta, GA, with 19 years of industry experience.
Location
Atlanta, GA
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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 is the director/owner of Family Capital Advisors Insurance Group, LLC, where he provides insurance options to clients, dedicating about 10-20% of his time. He is also a managing director for Family Capital Advisors, LLC, a registered investment advisor, spending nearly full-time assisting clients with their investments.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
Family Capital Advisors, LLC
Previous Registrations
SA Stone Wealth Management INC.Broker
Lakeview Capital Partners, LLC
Ha&w Wealth Management, LLC
Purshe Kaplan Sterling InvestmentsBroker
Morgan Keegan & Company, INC.
Morgan Keegan & Company, INC.Broker
State Registrations4 states
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.