Carly James is an investment adviser representative (IAR) with state registration records since 2022, appearing at 3 firms. Currently registered with SEVERN FINANCIAL ADVISORS, LLC, IFP ADVISORS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| IFP ADVISORS, LLC | 2026-06-26 | present | Yes |
| SEVERN FINANCIAL ADVISORS, LLC | 2022-03-01 | present | Yes |
| COMMONWEALTH EQUITY SERVICES, LLC | 2022-01-03 | 2026-06-28 | — |