James Hollon
James Hollon is a registered investment advisor at Mcbryar Advisory Services, INC., based in Bay Minette, AL, with 26 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
McBryar Advisory Services provides investment management services, potentially in conjunction with a third-party investment manager. The annual fee for investment management ranges from 0.25% to 1.2% of the value of your portfolio, depending on the third-party manager used and the scope of the engagement. Fees are typically paid quarterly or monthly, based on the portfolio's value. Fees may be negotiable.
Location
326 Courthouse Square, Bay Minette, AL, 36507
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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 president of J.R. Hollon & Associates, Inc., which receives his earnings from McBryar Advisory Services, Inc. and occasional life insurance commissions. He spends minimal time on this business.
Employment History
Current Registrations
Mcbryar Advisory Services, INC.
Previous Registrations
J.R. Hollon Advisory Services, INC.
Jefferson Pilot Securities CORP
State Registrations1 state
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.