James Livingston (CRD# 4770628) is an Investment Advisor Representative working at Livingston Financial Planning, Inc. in Atlanta, GA and has 1 year of experience in the finance industry.
CRD# 7069825
Beacon Global Advisor Network, LLC
CRD# 5338514
Rollins Financial Advisors, LLC
CRD# 5822473
Rockefeller Capital Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Self Employed | Atlanta, GA | Jul 2023 - Current | < 1 |
| Alpha Financial Management Consultants | New York, NY | Nov 2020 - Jun 2023 | 2 |
| Accenture | Atlanta, GA | Jun 2003 - Nov 2020 | 17 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2024 |
- FL
- GA
-
Total Assets Under Management8MILLIONS
-
Total Number of Accounts35ACCOUNTS
-
Average Account Value$227,210
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
FL, GA
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