James D. Sandlin, III, CFP®

Financial Advisor

My focus is to have a clear understanding of your investment goals and objectives. It is also important that I understand your tolerance for risk. Each and every investor is unique. No two clients have the same tolerance for risk, income requirements, or time frame for investing. 

It is my job to find out exactly what your short term and long term investment goals are and to help you to manage risk effectively. Regardless of how you structure your investment strategies, it is important that you maintain a properly diversified portfolio. 

After helping you with investment analysis or adjustments to your present portfolio, I pledge to you continued service at the highest level. I participate in continuing education classes for both investments and insurance. 

My Resume is available upon request. 

Phone (919) 782-4488