James
Bivins
Cornerstone Professional Advisor Services, LLC
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About this Advisor
James Bivins is a financial advisor who works in Jackson, Mississippi. Bivins is an employee of Cornerstone Professional Advisor Services, LLC. During their career, Bivins has held roles at Cornerstone Professional Advisor Services, LLC and Montgomery & Bivins. Bivins has a Series 65 license, qualifying them as an investment advisor representative, and is registered to advise clients in Mississippi. Cornerstone Professional Advisor Services, LLC is a registered investment business that has its headquarters in Garden City, NY. It has offices in four locations and a total of 19 financial advisors. It has $76 million in assets under management across its 436 customer accounts, placing it among the smaller financial advisory firms in the United States by assets under management. Of its 436 customer accounts, just 2% are associated with high-net-worth individuals who have more than $1 million in assets. The company provides a wide range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial management fee schedules vary depending on the financial services. Fee types billed by Cornerstone Professional Advisor Services, LLC can be comprised of some blend of asset-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cornerstone Professional Advisor Services, LLC Brokerage Details
$75,665,204
19
436
$173,544
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
James Bivins Work History
James has been registered as a financial advisor for 0 years.*
Cornerstone Professional Advisor Services, LLC
Montgomery & Bivins
*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 Bivins 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 Cornerstone Professional Advisor Services, LLC
New York, NY
Garden City, NY
Southlake, TX
Freehold, NJ
Jackson, MS
Jackson, MS
The content in this profile was updated by SmartAsset on 4/16/2023. 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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