James
Burris
Live Oak Wealth Management, LLC
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About this Advisor
James Burris is a financial advisor operating out of Covington, Louisiana who has 3 years of relevant experience. Burris is on the advisory team at Live Oak Wealth Management, LLC. The advisor has gained experience at Live Oak Financial Group, LLC, Securities America, Inc, Securities America Advisors, Inc, Live Oak Wealth Management, LLC, Live Oak Financial Group and Purshe Kaplan Sterling Investments. Burris maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to operate in Louisiana. Live Oak Wealth Management, LLC is a registered investment business with a branch in Covington, Louisiana.
Certifications and Registrations
Years Registered*
Office Location
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James Burris Work History
James has been registered as a financial advisor for 3 years.*
Purshe Kaplan Sterling Investments
Live Oak Wealth Management, LLC
Securities America, Inc
Securities America Advisors, Inc
Live Oak Financial Group, LLC
Live Oak Financial Group
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of James Burris to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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