KJ
KJ

Kharah James

11 Years of Experience
Virginia Beach, VA
Broker

Kharah James is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Virginia Beach, VA, with 11 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

2101 Parks Ave Ste 801, Virginia Beach, VA, 23451

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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

Kharah is an associate/employee at Towne Bank since 2015, dedicating about half their time to this role. Kharah also supports Towne Wealth Management, spending minimal time on this activity.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
November 2015 - Present · 10 yrs 6 mos
Raymond James Financial Services, INC.Broker
November 2015 - Present · 10 yrs 6 mos
Previous Registrations
Wells Fargo Advisors, LLC
October 2014 - November 2015 · 1 yr 1 mo
Wells Fargo Advisors, LLCBroker
August 2014 - November 2015 · 1 yr 3 mos
State Registrations4 states
FLNCSCVA
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.