James G. Couch

WILDFLOWER WEALTH ADVISORS

Wakefield, RI

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CRD#: 5226895

Professional summary

James Gerard Couch, who also goes by Jim Couch, is a registered financial advisor currently at WILDFLOWER WEALTH ADVISORS, LLC located in Wakefield, Rhode Island.

James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. James has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jim Couch

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

JAMES G. COUGH & ASSOCIATES LLC POSITION: ATTORNEY/OWNER - NATURE: ESTATE PLANNING - RELATED: Yes - NUMBER OF HOURS: 30 START DATE: 07/1990

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James Gerard Couch's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

January 31, 2024 - Present

WILDFLOWER WEALTH ADVISORS, LLC

RIA

CRD#: 329165

Wakefield, RI

Past

March 19, 2018 - December 6, 2023

BRIGGS ADVISORY GROUP, INC.

RIA

CRD#: 291947

LINCOLN, RI

Past

March 9, 2007 - June 12, 2018

1ST GLOBAL ADVISORS INC

RIA

CRD#: 111133

Lincoln, RI

Past

January 23, 2007 - June 12, 2018

1ST GLOBAL CAPITAL CORP.

CRD#: 30349

LINCOLN, RI

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Rhode Island
(1/31/2024)

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Exams

State Security Law Exam

IAR

Series 66

Date: 1/29/2007

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 6/12/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/22/2007

General Securities Representative Examination

Current Firm

WILDFLOWER WEALTH ADVISORS, LLC

CRD#: 329165 / SEC#:

Rhode Island

Registered Investment Advisory firm - (1/31/2024 Approved)

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Contact information

Main Address

Wakefield, RI

Mailing Address

Phone number

(401) 787-6275

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

James G. Couch

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James Gerard Couch's CRS (Customer Relationship Summary).

Certified licenses

Experience

WILDFLOWER WEALTH ADVISORS, LLC

BRIGGS ADVISORY GROUP, INC.

1ST GLOBAL ADVISORS INC

1ST GLOBAL CAPITAL CORP.

State Registrations and Notice Filings

Exams

Series 66

Date: 1/29/2007

SIE

Date: 6/12/2018

Series 7

Date: 1/22/2007

Current Firm

WILDFLOWER WEALTH ADVISORS, LLC

Contact information

Documents

Red Flags

Company Information

WILDFLOWER WEALTH ADVISORS, LLC

TRUST BUT VERIFY

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