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James Matthew Sanford

3 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
74 advisors
Number of Clients
3,109 clients
Average Client Portfolio
$276K average
Assets Under Management
$858.5M

Fee Structure

Minimum Investment:$25K
Financial Planning:Investment management only
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Location

Hermitage, TN

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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 ActivitiesSells Insurance

James is an insurance agent since 2018, offering insurance products and services. He is also a licensed general contractor since 2012, providing homeowner consulting services.

Employment History
Current Registrations
World Equity Group, INC.
October 2024 - Present · 1 yr 4 mos
World Equity Group, INC.Broker
October 2024 - Present · 1 yr 4 mos
Balanced Plan Financial Investment Advisors, INC.
January 2024 - Present · 2 yrs 1 mo
Previous Registrations
Csp Financial Group LLC
February 2022 - January 2024 · 1 yr 11 mos
State Registrations2 states
CAFL
AdvisorBrokerBoth
Exams
No exam information available for this advisor.