Brian D. James
A Certified Financial Planner® Practitioner since 2003, I help people to determine and accomplish financial goals.
- Role
- Regional Director at Allworth Financial
- Location
- Cincinnati, OH, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
About Brian D. James
An financial services professional since 1997, I have served in both client-facing and…
Experience
Regional Director
Apr 2022 — Present · Cincinnati, OH, US
Education
Ohio University
Bachelor, Finance, Marketing, International Business
1992 — 1997
College for Financial Planning
CFP, Financial Planning
2003 — 2003
Skills
- Finance
- Retirement
- Strategic Financial Planning
- Asset Managment
- Mutual Funds
- Management
- Securities
- Estate Planning
- Financial Services
- Wealth
- Insurance
- Asset Management
- Series 7
- Financial Advisory
- Portfolio Management
- Financial Planning
- Wealth Management
- Small Business
- Investments
- Strategy
- Retirement Planning
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