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JF

James T. Fisher

BG STRATEGIC ADVISORS LLC
West Palm Beach, FL 33401
Some features on this profile are disabled
CRD#: 5822557
JF

Professional summary

James Turner Fisher is a registered financial professional currently at BG STRATEGIC ADVISORS LLC located in West Palm Beach, Florida.

James is registered as a RR (Registered Representative) and started their career in finance in 2011. James has worked at 3 firms and has passed the Series 63, SIE and Series 79 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view James Turner Fisher'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

September 23, 2024 - Present

BG STRATEGIC ADVISORS LLC

Office #1: 525 South Flagler Drive Suite 200, West Palm Beach, FL 33401
BD
CRD#: 124448
West Palm Beach, FL
Past

April 2, 2012 - January 9, 2024

RAYMOND JAMES & ASSOCIATES, INC.

BD
CRD#: 705
MEMPHIS, TN
Past

March 9, 2011 - April 2, 2012

MORGAN KEEGAN & COMPANY, LLC

BD
CRD#: 4161
MEMPHIS, TN

State Registrations and Notice Filings

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

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Florida
(9/23/2024)

Exams

State Security Law Exam
RR
Series 63
Date: 5/16/2011
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 79
Date: 3/7/2011
Investment Banking Registered Representative Examination
SRO Registrations
RR
FINRA

Current Firm

BS
BG STRATEGIC ADVISORS LLC
BG STRATEGIC ADVISORS LLC | BOTSFORD ASSOCIATES, LLC | BGSA LLC

CRD#: 124448 / SEC#: , 8-65677

BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)
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Contact information

Main Address
525 South Flagler Drive Suite 200, West Palm Beach, FL 33401
Mailing Address
525 South Flagler Drive Suite 200, West Palm Beach, FL 33401
Phone number
(561) 932-1600
Established
Delaware since 03/14/2002
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (1 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Direct owners and executive officers

NamePositionCRD#
BGSA HOLDINGS, LLCOWNER
JENKINS, CYNTHIA MADELYNCCO AND FINOP706510
SMULEVITZ, CHARLESMANAGER AND IB PRINCIPAL5099387

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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

Company Information

BG STRATEGIC ADVISORS LLC

CRD#: 124448West Palm Beach, FL 33401

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