James Samuel Burcham

Employer firm

Osaic Advisory Services, LLC CRD 171070

$15.5B regulatory AUM 170 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2010 → 09/2020
  Securities Service Network
  Dunkirk, MD
• 09/2020 → Present
  Securities America, Inc.
  Myrtle Beach, SC
• 09/2020 → 11/2024
  Arbor Point Advisors
  Myrtle Beach, SC
• 11/2024 → Present
  Osaic Advisory Services, Llc
  Atlanta, GA

Previous Registrations

• 2020-09-18 → 2024-11-08
  Arbor Point Advisors
  Dunkirk, MD
  Myrtle Beach, SC
• 2010-01-14 → 2020-09-18
  Ssn Advisory, Inc.
  Dunkirk, MD
• 1997-02-21 → 2009-12-31
  Medallion Advisory Services, Llc
  Dunkirk, MD

Other Businesses

ARBOR POINT ADVISORS POSITION: Invest adviser representative NATURE: Fee based money management INVESTMENT RELATED: Yes NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 100 START DATE: 09/18/2020 ADDRESS: 2024 AYERSHIRE LANE MYRTLE BEACH, SC 29575. DESCRIPTION: Fee based money management through Fidelity IWS.

Exams

• S63 Uniform Securities Agent State Law Examination
  1984-08-29

Designations

• Certified Financial Planner

Other Names

• Jim Burcham
• James Samuel Burcham