James
Sims
Signature Wealth Management Group LLC
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About this Advisor
James Sims is a financial advisor based in Atlanta, Georgia, working with Signature Wealth Management Group LLC. James has previously held positions at Raymond James & Associates, Inc, Purshe Kaplan Sterling Investments, and Signature Wealth Management Group LLC. James has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Georgia and Texas. Currently, James is part of Signature Wealth Management Group LLC, which operates out of Atlanta, Georgia. The firm has 10 employees and manages assets totaling $354.2 million. The firm serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and pension consulting services. The fee structure at Signature Wealth Management Group LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Signature Wealth Management Group LLC Brokerage Details
$354,216,121
10
1,258
$281,571
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
James Sims Work History
Signature Wealth Management Group LLC
Purshe Kaplan Sterling Investments
Raymond James & Associates, Inc
Disclosures
Please visit the SEC profile of James Sims to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Signature Wealth Management Group LLC
Atlanta, GA
Atlanta, GA
Atlanta, GA
Atlanta, GA
Atlanta, GA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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