James
Story
Highland Capital Management, LLC
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About this Advisor
James Story is a chartered financial analyst operating out of Memphis, Tennessee with a total of 1 year of relevant experience. Story currently works for Highland Capital Management, LLC. Over the course of their career, Story has held roles at Guggenheim Securities, LLC, Weaver C. Barksdale & Associates, Inc, Argent Trust Company and Highland Capital Management, LLC. Story has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Tennessee. Highland Capital Management, LLC is a registered investment company operating out of Memphis, TN. It has offices in two locations and a total of 20 employees. It administers $3 billion in assets under management across its 953 customer accounts, making it one of the biggest firms in the country by assets under management. The firm serves 62 charitable organizations. Of its 953 customer accounts, 47% are held by high-net-worth clients who have greater than $1 million in assets. The advisory firm offers a set of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients and other services. Financial advisory fee schedules are based on which service is provided. Fees charged by Highland Capital Management, LLC likely consist of some blend of asset-based, performance-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Highland Capital Management, LLC Brokerage Details
$3,100,659,199
20
953
$3,253,577
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Other
James Story Work History
James has been registered as a financial advisor for 1 years.*
Argent Trust Company
Highland Capital Management, LLC
Weaver C. Barksdale & Associates, Inc
Guggenheim Securities, LLC
*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 Story 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 Highland Capital Management, LLC
Memphis, TN
Memphis, TN
Memphis, TN
Memphis, TN
Memphis, TN
Memphis, TN
Lake Mary, FL
Memphis, 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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