Financial Professionals
Laura M. James
CFP®

Advisor

Phone:
(205) 949-9739            

Email:
ljames@ccgwealthmanagement.com

Laura joined CCG’s Wealth Management and Financial Planning division as an advisor. She began her career in financial planning as a financial intern at Merrill Lynch in 2003. In 2004, she began working full time in financial planning at AmSouth Investment Management Company, now Regions Financial Corporation. In her role at AmSouth, Laura structured fee-based financial plans with a Financial Planner, forecasted possible outcomes of clients’ financial positions, and assisted in making final recommendations to clients. In 2007, Laura joined BBVA Wealth Solutions as an Associate Advisor. While at BBVA Laura coordinated proposal preparation, data collection, and plan preparation. She worked directly with the financial planner, investment analyst, and insurance analyst to prepare all plan documentation, investment documents, and insurance policies. Laura also assisted the director in plan presentation and final recommendations to the client.

Laura completed the Certified Financial Planner™ education, examination, and experience requirements in 2007. She holds her Series 66 and 7 securities licenses and Alabama and Florida Variable Life and Health Insurance license.

Laura graduated magna cum laude from The University of Alabama’s Culverhouse College of Commerce and Business Administration in May, 2004. She graduated with a Bachelor of Science in Commerce and Business Administration with a major in Finance, a concentration in Investment Management, and a minor in Economics.

Laura’s participation in various community activities such as Junior League, Rotaract, and the Financial Planning Association not only satisfies her strong belief in social commitment, but also provides business related learning opportunities. Laura currently serves on the board for the FPA of North Alabama as the Membership Retention Director. Laura lives in Mountain Brook and is happily married to her husband Clarence James.


 

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Chappelle Consulting Group, Inc.
Phone:
(800) 257-0968
E-mail:
Address:
1747 Reese Street
Suite 215
Birmingham, AL 35209
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Advisory services offered through Investment Advisors, a division of ProEquities, Inc., a Registered Investment Advisor.
Securities offered through ProEquities, Inc., a Registered Broker-Dealer, Member, FINRA & SIPC.
Chappelle Consulting Group is independent of ProEquities, Inc.

Please be advised that presently Hunter Flack holds securities licenses in Alabama, Georgia, California, Delaware, Indiana, Kansas, Mississippi, North Carolina, Ohio, Oklahoma, South Carolina, and Texas. For residents of other states in which registration is not held, proper licenses and registrations must be obtained by Mr. Flack before proceeding further. No part of this communication should be construed as an offer to sell any security or provide investment advice or recommendation. Securities offered through ProEquities, Inc. will fluctuate in value and are subject to investment risks including possible loss of principal.