JAMES MERLIN FRANCIS is an investment adviser representative (IAR) with state registration records since 2024, appearing at 2 firms. Currently registered with ALTA CAPITAL MANAGEMENT LLC.
| Firm | From | To | Current |
|---|---|---|---|
| ALTA CAPITAL MANAGEMENT LLC | 2024-11-13 | present | Yes |
| MONTAG & CALDWELL, AN ADVOCACY WEALTH COMPANY | 2024-05-30 | 2024-09-20 | — |