Inactive

James Bean Runey

Runey & Associates Wealth Management

Mount Pleasant, SC

CRD 5212356

Claim This Profile

Employer firm

Runey & Associates Wealth Management CRD 171271

$105M regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers

Runey & Associates Wealth Management

761 Coleman Blvd. Suite E, Mount Pleasant, SC 29464 • United States

Current Registrations

Authority	Category	Status	Date
SC	RA	APPROVED	2014-06-03

SC RA
APPROVED

Since 2014-06-03

Branch Locations

761 Coleman Blvd. Suite E, Mount Pleasant, SC 29464 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
E & R Wealth Management, Llc Dba Runey & Associates Wealth	Mount Pleasant	SC	04/2014	Present

04/2014 → Present

E & R Wealth Management, Llc Dba Runey & Associates Wealth

Mount Pleasant, SC

Previous Registrations

2013-05-08 → 2014-04-08

Securian Financial Services, Inc.

Daniel Island, SC

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2013-05-02

S63 Uniform Securities Agent State Law Examination

2013-05-02

Designations

Chartered Financial Analyst

Other Names

James Bean Runey
James Bean Runey
Jamie Runey

View on SEC IAPD

Nearby Firms

APOLLON WEALTH MANAGEMENT, LLC

APOLLON FINANCIAL, LLC

JANNEY MONTGOMERY SCOTT LLC

Nearby Investors

ALEXANDRA GUNDRADA LUNDGREN

Josh Joseph Renda

JASON THOMAS ROSENER

Nearby Offices

APOLLON WEALTH MANAGEMENT, LLC · MOUNT PLEASANT, SC

APOLLON FINANCIAL, LLC · MOUNT PLEASANT, SC

JANNEY MONTGOMERY SCOTT LLC · Mt. Pleasant, SC

More in Mount Pleasant, SC

Reviews

No reviews yet

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor