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Catherine J
Series 66
Lenoir City, TN
LPL Financial
Catherine James is a financial advisor with LPL Financial in Lenoir City, Tennessee, holding a Series 66 designation and seven years of industry experience. Her career includes roles at Morgan Stanley and Morgan Stanley Private Bank from 2019 to 2026, as well as prior work in asset management and banking. She has engaged in entrepreneurial activities, including managing the Knotty Pine Motel for three years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of advisory services, including financial planning, model portfolios, and institutional platforms, with over 22,800 advisors supporting more than $819 billion in discretionary assets.
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