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James Lee Rainey

Advisor at LPL Financial — Watkinsville, GA 1580 Mars Hill Road

Updated today

Credentials

Series 63

Experience

52 years

Location

Watkinsville, GA 30677

LPL Financial logo

LPL Financial

Institution

Total advisors

22,923

Across 10,511 offices

Clients per advisor

86 Typical

Avg AUM per client

$399,489 Typical

HNW client ratio

34% Very High

About

James Rainey is a financial advisor with LPL Financial, holding a Series 63 designation and over 52 years of industry experience. He has worked with Linsco/Private Ledger Corp since 2004 and previously spent a year at WS Griffith Securities, Inc. Outside of his advisory work, Rainey is involved in fixed insurance sales and provides tax preparation services for a small number of clients through his business, Rainey Financial Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a network of over 22,800 advisors.

Client services

Based on LPL Financial

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Financial

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities

Occupation focus

Based on LPL Financial

Retired Founder/Business Owner Executive

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Fee options

Fixed

Flat fees up to $15,000 for financial planning and consulting services

Project-based

Up to $500 per hour for financial planning and consulting services

Location

See office

Watkinsville, GA 1580 Mars Hill Road

1580 Mars Hill Road Ste. C

Watkinsville GA 30677

Advisors at this office

1

Most active in

Georgia

Work history

52 years of industry experience

Linsco/Private Ledger Corp

2004 - Present • 22 years

Watkinsville, GA

WS Griffith Securities, Inc.

2003 - 2004 • 1 year

Watkinsville, GA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Cecil S

CFP®

Athens, GA

ARCH Financial Planning, LLC

Cecil Staton, CFP®, is the founder of Arch Financial Planning, a fee-only fiduciary firm based in Watkinsville and serving Athens, Oconee County, Monroe, Macon and the Lake Oconee area. Cecil works primarily with retirees and people approaching retirement who have accumulated $1 million or more and want help turning their savings into a reliable, tax-efficient retirement income plan. He helps clients coordinate investment management with retirement-income planning, Roth conversions and withdrawal strategies, Social Security and Medicare decisions, charitable giving, and estate-plan coordination. Every relationship is built around a comprehensive financial plan, without commissions or product sales. Clients work directly with Cecil for ongoing financial planning and investment management. Meetings are available in person at Arch’s Wire Park office or virtually.

General retirement planning General estate planning guidance General tax planning Social Security optimization Retirement withdrawal strategies Retired University Employee Dentist Doctor or Medical Professional Baby Boomers (Born 1946-1964) Approaching retirement Retired
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Dwight L

Series 63, Series 65

Athens, GA

Langley Wealth Management

Dwight Langley is a financial advisor at Langley Wealth Management in Watkinsville, GA, holding Series 63 and Series 65 licenses with 16 years of industry experience. He previously worked at Vickery Financial Services, Inc. and Vickery Langley Wealth Management. Outside of advisory services, Langley is also an independent life insurance agent. Langley Wealth Management serves individual investors and other client types, focusing on non-discretionary portfolio management and standalone financial planning. The firm emphasizes strategic asset allocation across diversified mutual fund portfolios, periodic rebalancing, and a long-term investment approach, implementing recommendations only with client approval.

Wealth management
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Kyle R

Series 65

Athens, GA

TROIKA CAPITAL ADVISORS, LLC

Kyle Roney is a Series 65-credentialed financial advisor with 19 years of industry experience, currently operating as the sole advisor at TROIKA CAPITAL ADVISORS, LLC since 2010. Based in Athens, GA, he focuses on discretionary portfolio management and financial planning. Troika Capital Advisors is an independent registered investment adviser serving individuals, high-net-worth clients, trusts, estates, corporations, and pension or profit-sharing plans. The firm manages approximately $44 million using fundamental analysis and a long-term trading approach, occasionally incorporating options strategies, and emphasizes individualized Investment Policy Statements to document client objectives and risk tolerance.

Active portfolio management Options & derivatives strategies Wealth management General retirement planning Charitable giving & philanthropy
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Talbert C

Series 63, Series 65

Athens, GA

Black Lake Capital Corp.

Talbert Cooper is a financial advisor with Black Lake Capital Corp. in Athens, GA, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has been with Black Lake Capital Corp. since 2008. Outside of advisory services, he is involved in private land management for a private holding, which may account for up to 10% of his time. Black Lake Capital is an independent SEC-registered investment adviser managing approximately $17.2 million for individuals, trusts, and limited partnerships. The firm employs a Modern Portfolio Theory-based approach with diversified strategies across equities, fixed income, and options, and provides portfolio management, investment counseling, and financial planning tailored to client objectives and risk tolerance.

Active portfolio management Options & derivatives strategies Tax-loss harvesting
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Randall C

ChFC®, Series 63

Athens, GA

RChristianFinancial Consultants, LLC "The Clients Fiduciary"

Randall Christian is the owner of RChristian Financial Consultants, LLC and holds the ChFC® designation with 19 years of industry experience. He has been with RChristian Financial Consultants since 2010 and also serves as owner and president of Christian Financial, Inc., a non-investment-related business. Prior to this, he worked at Transamerica Financial Advisors from 2003 to 2006. RChristian Financial serves individual clients, corporations, and retirement plan sponsors by providing discretionary asset management, comprehensive financial planning, and retirement plan advisory services. The firm’s investment approach combines fundamental analysis with portfolio construction focused on long-term buy-and-hold strategies, income, and growth objectives, while offering flexible trading to meet client goals.

Wealth management College savings (529s, UTMA, etc.) Long-term care insurance Disability insurance Founder/Business Owner
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Thomas G

Series 63, Series 65

Athens, GA

Liberty Street Capital, LLC

Thomas Greene III is the principal of Liberty Street Capital, LLC in Athens, GA, holding Series 63 and Series 65 credentials with 19 years of industry experience. He has led Liberty Street Investment Management since 2011. Outside of investment management, he serves as a director for Provident Resources Group, focusing on healthcare, housing, and government burden reduction. Liberty Street Capital provides fee-based, discretionary portfolio management primarily for pooled and entity clients. The firm employs an allocation-driven approach with diversified proprietary portfolios emphasizing low turnover and cost containment, and it maintains a unique affiliation with the principal’s legal practice.

Passive / index investing Active portfolio management
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