James L. Mccreight
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
James Lee Mccreight, who also goes by Jim Mccreight, was a registered financial professional .
James is a previously registered financial professional and started their career in finance in 1982. James had worked at 7 firms and has passed the Series 63, Series 7, Series 3 and Series 22 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
December 17, 1984 - April 8, 1985
WESTERN CAPITAL INVESTORS SERVICES, INC.
August 28, 1984 - November 19, 1984
BIRR, WILSON & CO., INC.
June 13, 1984 - August 15, 1984
PAULSON INVESTMENT COMPANY LLC
February 13, 1984 - June 22, 1984
HINKLE & LAMEAR, INC.
June 30, 1983 - January 10, 1984
A. G. EDWARDS & SONS, INC.
March 1, 1983 - July 1, 1983
HAMMERBECK AND COMPANY, INC.
December 1, 1982 - December 28, 1982
SOUTHMARK FINANCIAL SERVICES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
WESTERN CAPITAL INVESTORS SERVICES, INC.
CRD#: 10341 / SEC#: , 8-26981
Contact information
Documents
Red Flags
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