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James Martin Fallon

AMERICAN RETIREMENT SERVICES, LLC·TYRONE, Georgia
SIE, Series 6, Series 7, Series 26, Series 63, Series 66Clean record20 years registeredAMERICAN RETIREMENT SERVICES, LLC
215 GREENCASTLE ROAD, TYRONE, GA 30290CRD# 2319582Firm CRD# 305215

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
James Martin Fallon · TYRONE, GA
Registration
CRD #2319582 · AMERICAN RETIREMENT SERVICES, LLC · 20 years registered
Brand Profile
Not yet started
01

Career History

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Aug 2019 – present
WOODBURY FINANCIAL SERVICES, INC.
Jul 2019 – Aug 2019
TYRONE, GA
MORGAN STANLEY
Sep 2009 – Jul 2019
PEACHTREE CITY, GA
WOODBURY FINANCIAL SERVICES, INC.
Mar 2006 – Sep 2009
PEACHTREE, GA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 26
Series 63
Series 66
Registration record
First registered · March 8, 2006
Years registered · 20
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
AMERICAN RETIREMENT SERVICES, LLC
CRD 305215 · SEC 801-117322
Employees
1
Total firm employees
Services offered by AMERICAN RETIREMENT SERVICES, LLC
Per Form ADV
Publication of periodicals/newsletters
View all advisors at AMERICAN RETIREMENT SERVICES, LLC →
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05

Frequently Asked Questions

What services does James Martin Fallon offer?
James Martin Fallon specializes in Fee-Only Advisory. Contact their office in TYRONE, Georgia for a consultation.
What are James Martin Fallon's credentials?
James Martin Fallon is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Martin Fallon located?
James Martin Fallon is based in TYRONE, Georgia, working with AMERICAN RETIREMENT SERVICES, LLC. Their office serves clients in the TYRONE metropolitan area and surrounding communities.
How does James Martin Fallon charge for services?
James Martin Fallon's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is AMERICAN RETIREMENT SERVICES, LLC?
AMERICAN RETIREMENT SERVICES, LLC has approximately 1 employees. The firm is registered with the SEC as an investment adviser.
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