James Heath Raper

James Heath Raper Email and Phone Number

Senior Wealth Advisor, Managing Partner @ Alluvial Wealth Partners
5400 Poplar Ave.,
James Heath Raper's Location
Memphis, Tennessee, United States, United States
James Heath Raper's Contact Details

James Heath Raper work email

James Heath Raper personal email

n/a
About James Heath Raper

As a Wealth Advisor, I help clients answer challenging questions about the future— answers that, in many cases, help mark the path forward toward clarity and confidence. Working together, we’ll answer questions like:• Will you be able to maintain your lifestyle after you are no longer working?• Can you manage the balancing act of saving money while being disciplined about spending?• Will you be able to help your children or grandchildren pay for an education? • If the unexpected happens, are you and your dependents prepared to pay the bills? • Would you like to reward others through gifts or inheritance?It is my privilege to walk alongside the individuals I serve as we find answers to these and other questions that shape the course of their financial lives.

James Heath Raper's Current Company Details
Alluvial Wealth Partners

Alluvial Wealth Partners

View
Senior Wealth Advisor, Managing Partner
5400 Poplar Ave.,
Website:
alluvialwp.com
Employees:
3
James Heath Raper Work Experience Details
  • Alluvial Wealth Partners
    Senior Wealth Advisor, Managing Partner
    Alluvial Wealth Partners Sep 2022 - Present
    Memphis, Tennessee, United States
    Securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above.Investment Advice offered through New Edge Advisors, a registered investment advisor. New Edge Advisors and Alluvial Wealth Partners are separate entities from LPL Financial.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
  • Ftb Advisors
    Vice President, Financial Advisor
    Ftb Advisors Nov 2013 - Sep 2022
    Greater Memphis Area
    Insurance Products, Investments & Annuities: Not A Deposit | Not Guaranteed By The Bank Or Its Affiliates | Not FDIC Insured | Not Insured By Any Federal Government Agency | May Go Down In Value.FTB Advisors is the trade name for wealth management products and services provided by First Tennessee Bank National Association (“FTB”) and its affiliates. Financial planning and trust services provided by FTB. Investment management services, investments and annuities available through FTB Advisors, Inc., member FINRA, SIPC, and a subsidiary of FTB. Insurance products available through FTB Advisors Insurance Services, Inc. (”FTBIS”). In some states, insurance products and annuities are available through First Horizon Insurance Services, Inc. (“FHIS”), a Tennessee corporation and a subsidiary of FTB. The principal place of business of FHIS is 165 Madison Ave., Memphis, TN 38103. CA License # OD12174. FTB Advisors, Inc., FTBIS, and FHIS and their agents may offer annuities or transact insurance business only in states where they are licensed or where they are exempted or excluded from state insurance licensing requirements. FTB Advisors does not offer tax or legal advice. You should consult your personal tax and/or legal advisor concerning your individual situation.
  • Suntrust Investment Services, Inc.
    Financial Advisor
    Suntrust Investment Services, Inc. Feb 2006 - Nov 2013
    Greater Memphis Area

James Heath Raper Skills

Financial Advisory Investments Retirement Planning Wealth Management Portfolio Management Customer Service Mutual Funds Financial Services Finance Series 7 Series 66 Series 26 Life Insurance Long Term Care Insurance

James Heath Raper Education Details

Frequently Asked Questions about James Heath Raper

What company does James Heath Raper work for?

James Heath Raper works for Alluvial Wealth Partners

What is James Heath Raper's role at the current company?

James Heath Raper's current role is Senior Wealth Advisor, Managing Partner.

What is James Heath Raper's email address?

James Heath Raper's email address is jh****@****ors.com

What schools did James Heath Raper attend?

James Heath Raper attended University Of Mississippi.

What skills is James Heath Raper known for?

James Heath Raper has skills like Financial Advisory, Investments, Retirement Planning, Wealth Management, Portfolio Management, Customer Service, Mutual Funds, Financial Services, Finance, Series 7, Series 66, Series 26.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.