JG
JG

James Gordon Gulledge

8 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningInsurance PlanningBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
18 advisors
Number of Clients
1,612 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$2.2B

Fee Structure

Minimum Investment:None
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Location

10 Toy Street, Suite 200, Greenville, SC, 29601

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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 may earn commissions from insurance companies for selling non-variable life, health, annuity, and/or disability income insurance products.

Employment History
Current Registrations
Foster Victor
July 2019 - Present · 6 yrs 7 mos
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
November 2013 - June 2016 · 2 yrs 7 mos
State Registrations1 state
SC
Advisor
Exams
No exam information available for this advisor.