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James Shaffer
from Terra Wealth
James Shaffer is a financial advisor based in North Carolina, High Point,
with 43 years of experience. James currently works for
Terra Wealth.
James maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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James Shaffer works at Terra Wealth
Terra Wealth is a financial advisory firm based in High Point, North Carolina. It currently has approximately $167,354,321 of assets under management and employs about 62 people. Terra Wealth uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
6 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
400 West English Road, Ste 215, High Point, North Carolina, 27262
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