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Tyler R. James, Investment Advisor Representative, securities and advisory services offered through Woodbury Financial Services, Inc., Member FINRA/SIPC. Insurance services offered through James Financial Partners, LLC., which is not affiliated with Woodbury Financial.
Tyler R. James is licensed to offer mutual funds and variable products. Market Watch information is provided for informational purposes and is not considered an offering of securities.
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Qualifying membership in the MDRT is based on minimum commission and gross business generated within a year. Each MDRT status designation is granted for one year only. All members must apply every year to continue their affiliation with the Million Dollar Round Table.
“Best of the Ozarks” is an award voted on by the community of Springfield and surrounding areas via the Springfield News-Leader’s website. There are no specific criteria for winning. It is an award based on votes.
Third-party rankings and recognition are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.
An independent IAR provides tailored financial guidance and advice. As fiduciaries, they are required to act in the best interests of their clients at all times. In general, to become an IAR a person must pass the Series 6, 63, and 65 as administered by FINRA.