Unclaimed Profile

James Samuel Fitch

BRIDGEWORTH, LLC·BIRMINGHAM, Alabama

Series 6, Series 7, Series 63Clean record25 years registeredBRIDGEWORTH, LLC

101 25TH STREET NORTH, BIRMINGHAM, AL 35203CRD# 2108001Firm CRD# 164100

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

James Samuel Fitch · BIRMINGHAM, AL

Registration

CRD #2108001 · BRIDGEWORTH, LLC · 25 years registered

Brand Profile

Not yet started

Career History

SAVANT WEALTH MANAGEMENT

Dec 2023 – present

BRIDGEWORTH WEALTH MANAGEMENT

Feb 2015 – Mar 2024

BIRMINGHAM, AL

WARREN AVERETT ASSET MANAGEMENT, LLC

Feb 2001 – Feb 2015

BIRMINGHAM, AL

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 63

Registration record

First registered · February 6, 2001

Years registered · 25

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BRIDGEWORTH, LLC

CRD 164100 · SEC 801-76956

AUM

—

Regulatory assets under management

Employees

Total firm employees

Services offered by BRIDGEWORTH, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at BRIDGEWORTH, LLC →

Introduction

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Frequently Asked Questions

What services does James Samuel Fitch offer?

James Samuel Fitch specializes in Financial Planning, Investment Management. Contact their office in BIRMINGHAM, Alabama for a consultation.

What are James Samuel Fitch's credentials?

James Samuel Fitch is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is James Samuel Fitch located?

James Samuel Fitch is based in BIRMINGHAM, Alabama, working with BRIDGEWORTH, LLC. Their office serves clients in the BIRMINGHAM metropolitan area and surrounding communities.

How does James Samuel Fitch charge for services?

James Samuel Fitch's firm is compensated through percentage of aum, hourly charges, subscription fees, other: third-party manager fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BRIDGEWORTH, LLC?

BRIDGEWORTH, LLC is a registered investment adviser with the SEC. See their Form ADV for full details.

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