See How Many Clients You're Missing Each Month

Simply enter your business email & Topline AI Agent will show you.

JF

James Farris

Financial Advisor at Raymond James
Intro Book
Seasoned financial advisor delivering retirement planning and financial planning expertise.
  • Claim this Profile
Location
Mandeville, Louisiana, United States, US
Skills
  • Retirement Planning
  • Financial Plannning
  • Stock Portfolio Strategies
image
image

Refer a Friend to Get
100 Credits For FREE

Refer a Friend Now

Bio

Generated by
Topline AI
James Farris is a seasoned financial professional with over 25 years of experience in retirement planning, financial planning, and stock portfolio strategies. He has held senior roles at Merrill Lynch, AG Edwards, Morgan Keegan, and Raymond James, where he has advised clients on investment and financial strategies. James earned his Bachelor of Business Administration from Louisiana State University.

Experience

  • Raymond James
    • #3 Sanctuary Blvd. Suite 102 Mandeville, LA 70471 (985)624-1400
    • Financial Advisor
      • Feb 2013 - Present
      • #3 Sanctuary Blvd. Suite 102 Mandeville, LA 70471 (985)624-1400

      Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smrja.htmRaymond James & Associates, Inc., Member New York Stock Exchange/SIPC

  • Morgan Keegan
    • Branch Manager
      • Sep 2002 - Feb 2013

  • AG Edwards
    • #2 Sanctuary Blvd Mandeville, LA 70471
    • Senior Vice President
      • Jun 1999 - Sep 2002
      • #2 Sanctuary Blvd Mandeville, LA 70471

  • Merrill Lynch
    • Financial Advisor
      • Mar 1984 - May 1999

Education

  • 1977 - 1981
    Lousiana State University
    Bachelor of Business Administration (BBA), Finance, General

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

Looking to Create a Custom Project?

Need a custom project? We'll create a solution designed specifically for your project.

Get Started

References

Social Profiles

Community

You need to have a working account to view this content. Click here to join now

Similar Profiles