James Woody

404 BNA Dr
Suite 307
Nashville, TN 37217

My MoneyCoach

Primerica Financial Services | Financial Advisor in Nashville ,TN

About Primerica Financial Services

If you?re like many people, you?re in the dark about your finances. You pay your bills each month and do your best to prepare for the future. But the truth is, there?s only so much money to go around and preparing for the future can be overwhelming.

Primerica Can Help
To help families better understand their personal finances, Primerica offers the Financial Needs Analysis (FNA). The FNA gives a detailed overview of your current financial situation and suggests a personalized strategy for your financial security. The FNA is complimentary, confidential and customized for every family that Primerica serves.

12 Years of Experience



General Information
Firm Start Year:   1977
No.of Employees:   More than 5000
Insurance License#:   776611
Name of Broker/Dealer:   PFS Investments
Name of Custodial Firm:   PFS Investments
States Licensed in:   TN,KY,OK
Number of Years with Current Firm:   12
I work with the following types of clients:   Non-Profit Organizations , Investment Clubs , Businesses , Individual Investors
Foreign Languages Serviced:   NA


Services
Investment Types:   Annuities , Mutual Funds , Stocks , Insurance
I can meet clients in the following ways:   At my office , Via phone , At your office , At your home


Qualifications & Memberships
Insurance and Annuity Licenses:   Annuity , Long Term Care , Property , Casualty , Accident , Variable Life , Health , Life , Variable Annuity
Financial Organization Memberships:   Financial Planning Association (FPA)
Non-Financial Organization Memberships:   Gideons International
Two Rivers Baptist Church


Firm Information
Firm's Number of Clients:   100000+
Firm's Number of Planning Clients:   100000+
Firm's Number of Managed Clients:   100000+
Assets Managed by Firm:   40000000
Advisor's Number of Clients:   250+
Advisor's Number of Managed Clients:   250+
Advisor's Number of Planning Clients:   250+
Assets Managed by Advisor:   2500000


Compliance
Registered Investment Advisor:   Yes
Registered Representative:   Yes
Investment Advisor Representative:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation & Fees
Fee Structure:   I am a fee-based financial professional
Minimum Portfolio Size for New Managed Accounts:   $1000
Compensation Methods:   Based on Assets



FAQs

  • Do you have a customer satisfaction or refund policy? Yes
  • What are your qualifications? What is your education background? 12 Years experience of helping clients
  • What is your approach to financial planning? Finding the clients needs and goals then show them how to achieve them.
  • What services do you offer? A Free Financial Needs Analysis Investment planning Insurance planning Debt Reduction
  • How many clients do you currently manage? 250+
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James Woody

James Woody

CFA, PFS

Communities Served

TN KY
OK

Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 9:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 9:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 9:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 9:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 9:00 PM
wiseradvisor-balck-li-img Sat. 9:00 AM - 5:00 PM

Compensation Arrangements

Check Money Order
Bank Transfer