JR
JR

James Lee Royals

26 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
40 advisors
Number of Clients
6,662 clients
Average Client Portfolio
$288K average
Assets Under Management
$1.9B

Fee Structure

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Location

1912 Eastchester Dr Ste 110, High Point, NC, 27265

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

James is a partner at Bridgeway Wealth Strategies, LLC, where he dedicates nearly full-time hours to management, financial planning, and insurance-related activities. He is also a Registered Representative with Fortune Financial Services, LLC and an Investment Advisor Representative with The Fiduciary Alliance, LLC, spending up to full-time hours on investment advisory services for both.

Employment History
Current Registrations
Fortune Financial Services, INC.
April 2024 - Present · 1 yr 10 mos
The Fiduciary Alliance
April 2024 - Present · 1 yr 10 mos
Fortune Financial Services, INC.Broker
April 2024 - Present · 1 yr 10 mos
Previous Registrations
Kestra Advisory Services, LLC
April 2016 - March 2024 · 7 yrs 11 mos
NFP Advisor Services, LLC
October 2004 - September 2016 · 11 yrs 11 mos
Kestra Investment Services, LLCBroker
October 2004 - March 2024 · 19 yrs 5 mos
Capital Investment Group, INC.Broker
March 1999 - October 2004 · 5 yrs 7 mos
State Registrations3 states
NCSCTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.