Ian Eugene James has been a Financial Advisor at Investacorp, Inc. since 2014. Moreover, the professional has on-the-job experience at more than five companies using similar skills. Ian has a total work experience of 21+ years. Ian attended school at the Louisiana State University from 2000 to 2004. Ian Eugene James received the following certifications: Chartered Retirement Planning Counselor and Accredited Asset Management Specialist. Ian Eugene James is skilled in English. Ian Eugene James can be found in Baton Rouge, Louisiana – where this expert is currently located. You can contact with Ian by searching for phone number or email address or get further information by requesting access to this expert's details.
Name variants:
Ian James
Last updated May 21, 2024
Contact Information
Last Update
Jul 5, 2022
Email
ij**@investacorp.com, ia**@wachoviafinet.com
Location
Baton Rouge, LA
Company
Workplace
Colleagues
Work History
Financial Advisor
4400 Biscayne Boulevard Way, Miami, FL 33131
Assist clients with Financial Planning, Retirement Planning, and Estate and Insurance Planning. Helping clients reach their financial goals.
Jul 2014 — May 2020
Financial Advisor
595 south Federal Hwy, Boca Raton, FL 33432
Assist clients with Financial Planning, Retirement Planning, and Estate and Insurance Planning. Helping clients reach their financial goals.
Oct 2011 — Jul 2014
Financial Advisor
12555 Manchester Rd St, Louis, MO
Limited Partner Growth Leader Training and Hiring Coordinator
Jul 1996 — Jan 2007
Financial Advisor and President
12 Cadillac Dr SUITE 440, Brentwood, TN 37027
Securities by licensed Individual Offered Through Investacorp, Inc. A Registered Broker/Dealer Member FINRA, SIPC. Advisory services offered through Investacorp Advisory Services, Inc. A SEC...
from Jan 2007
Financial Advisor and Regional Vice President and Wholesaler
200 Park Ave, New York, NY 10016
External Regional Vice President, Wholesaler.
Jan 1995 — Jul 1996
Education
2000 — 2004
upto
1989 — 1994
upto
upto
Occupations
Financial Broker
Financial Consultant
Executive
Chairperson
Accountant
Finance and Accounting Specialist
Financial Services Professional
Financial Services Sales Agent
Chief Executive
Accounting Bookkeeper
Bookkeeper
Skills
Financial Advisory
Retirement Planning
Independent Financial Advice
Life Insurance
Mutual Funds
Retirement Plan Consulting
401K Rollovers
Stock Market
Stockbroking
Equity Indexed Annuities
Variable Annuities
Fixed Annuities
Cd
Municipal Bonds
Reit
Iras
Roth Ira
Traditional Ira
Self Directed Ira
Estate Planning
Personal Financial Planning
Investments
Strategic Financial Planning
Portfolio Management
Financial Planners
Investment Advisory
Series 63
Series 7
Retirement
Investment Strategies
Etfs
Series 24
Wealth Management
Securities
Series 6
Wealth
Long Term Care Insurance
Finance
Series 65
Alternative Investments
Investment Management
Asset Management
Life
Fixed Income
Financial Services
Investment Advisory Services
Savings
High Net Worth Individuals
Income Protection
Saving For Education
FAQs about Ian Eugene James
What is the main profession of Ian Eugene James?
This professional's job is Financial Advisor and President
What are the profession of Ian Eugene James?
These person's professions are Financial Broker and Financial Consultant
Where does Ian Eugene James currently live?
Baton Rouge, Louisiana is the place where Ian Eugene James currently lives
What is Ian's email?
Ian Eugene James's email is ij**@investacorp.com and ia**@wachoviafinet.com.
How many companies did Ian Eugene James work at?
The professional worked at five jobs.
What education does Ian Eugene James have?
Ian studied at the Louisiana State University from 2000 to 2004.
What are the certifications of Ian Eugene James?
The professional received the following certifications: Chartered Retirement Planning Counselor and Accredited Asset Management Specialist.
What languages does Ian Eugene James speak?
Ian Eugene James speaks English.