JAMES DEAN KERSEY is an investment adviser representative (IAR) with state registration records since 2003, appearing at 6 firms. Currently registered with CREATIVEONE WEALTH, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| CREATIVEONE WEALTH, LLC | 2024-02-01 | present | Yes |
| PLANMEMBER SECURITIES CORPORATION | 2021-05-26 | 2024-02-02 | — |
| J. W. COLE ADVISORS, INC. | 2019-04-16 | 2021-05-27 | — |
| GLOBAL FINANCIAL PRIVATE CAPITAL, INC. | 2012-11-27 | 2019-04-23 | — |
| GRADIENT ADVISORS, LLC | 2012-03-22 | 2012-11-21 | — |
| GRADIENT ADVISORS, LLC | 2011-01-11 | 2012-02-14 | — |
| LEGACY ADVISORY SERVICES, INC. | 2003-10-06 | 2003-11-17 | — |