James
Raper

Guardian Wealth Management, Inc

CRD#7637561
Investment Advisor
in Chattanooga, TN

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About this Advisor

James Raper is a personal financial specialist based out of Chattanooga, Tennessee with a total of 1 year of relevant experience. Raper is currently employed by Guardian Wealth Management, Inc. During their career, the advisor has held roles at Guardian Walth Management, Inc, Henderson Hutcherson & Mccullough Cpas, Belhaven University, Bluecross Blueshield Of Tennessee, Ymca Of Chattanooga, Thompson, Rogers & Williams Cpas and King Industries, Inc. Raper is approved to serve investors in Tennessee. Guardian Wealth Management, Inc is a financial advisory company based in Chattanooga, TN. It has a total of 11 financial advisors. It manages $307 million in assets under management across its 1,116 customer accounts, making it one of the mid-sized financial advisory firms in the United States by assets under management. Of its 1,116 customer accounts, 34% belong to high-net-worth investors who have more than $1 million in assets available to invest. Guardian Wealth Management, Inc has a few services, including financial planning services and portfolio management for individuals and small businesses. Fees for financial management usually vary depending on the type of services provided. However, fees charged by Guardian Wealth Management, Inc can include asset-based, hourly and fixed fees.

Certifications and Registrations

Personal Financial Specialist

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

6151 Shallowford Road Suite 102
Chattanooga, TN 37421-7803

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Guardian Wealth Management, Inc Brokerage Details

Total Assets Under Management

$306,573,921

TN Average: $730,596,643
Total Number of Employees

11

TN Average: 15
Total Number of Accounts

1,116

TN Average: 968
Average Account Size

$274,708

TN Average: $754,749

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

James Raper Work History

James has been registered as a financial advisor for 1 years.*

2021 - Present (3 years)

Guardian Walth Management, Inc

2019 - 2020 (1 year)

Henderson Hutcherson & Mccullough Cpas

2017 - 2020 (3 years)

Belhaven University

2016 - 2019 (3 years)

Bluecross Blueshield Of Tennessee

2015 - 2018 (3 years)

Ymca Of Chattanooga

2013 - 2016 (3 years)

Thompson, Rogers & Williams Cpas

2003 - 2013 (10 years)

King Industries, Inc

*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 Raper 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 Guardian Wealth Management, Inc

Laura Reid
Chattanooga, TN
James Raper
Chattanooga, TN
Donald Vanlandingham
Chattanooga, TN

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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