William James

Neshaminy High School

Class of 1973

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William James - Class of 1973 - Neshaminy High School

First Name	William
Last Name	James
Graduation Year	Class of 1973
Gender	Male
About Me	William "Bud" James works with individuals and business owners who struggle to get their arms around all of the key financial planning issues facing them now and in the future – from retirement planning, investments, insurance and more. Utilizing a unique planning process, Bud works in conjunction with his client's other advisors to implement the latest strategies designed to help clients work towards their objectives to optimize results and give them valuable financial well-being. Retirement income planning has become the critical theme for older individuals. We use a specialized planning tool to help our clients get prepared and make more informed decisions for the financial futures. Office: 196 W. Ashland Street, Ste. 201A, Doylestown, PA 18901 Professional Designations and Licenses CERTIFIED FINANCIAL PLANNER™ Chartered Financial Consultant (ChFC) Chartered Life Underwriter (CLU) Accredited Investment Fiduciary (AIF®) Series 6, 7 and 63 Securities Registrations Life, Health, Accident and Property and Casualty Insurance Licenses Securities offered through Securities America, Inc., member FINRA/SIPC. William "Bud" James, Registered Representative. Advisory services offered through Securities America Advisors, Inc. William "Bud" James, Financial Advisor. Dynasty Advisors LLC and the Securities America companies are not affiliated. Securities America and its representatives do not provide tax or legal advice. Please consult a qualified professional for these services. Member of FINRA (www.finra.org) / SIPC (www.sipc.org). The Investment Fiduciary standard of care applies to advisory services only. Bud is insurance licensed in DE, FL, MD, NC, NJ, NY, PA and securities and advisory licensed in DE, FL, MD, MI, NC, NJ, NY, PA, VA. Specialties Retirement Income and Wealth Preservation Planning, ...(read more)