James Haltiwanger
James Haltiwanger is a CFP-designated registered investment advisor at Raymond James & Associates, INC., based in Greenville, SC, with 13 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
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IM Fee
Assets Under Management
Fee Structure
Location
112 Haywood Road, Greenville, SC, 29607
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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James is an officer (Treasurer) and member of the Advisory Board for the Phillis Wheatley Community Center, a non-profit organization, since February 2023. He volunteers a few hours per week to help the organization achieve its goals, using his financial, professional, and personal resources.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Morgan Stanley Smith BarneyBroker
State Registrations20 states
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