1438 U.S. 63
Houston, MO 65483
About Raymond James
As an experienced financial consultant, I am committed to providing you with the knowledge to make appropriate investment choices. Whatever your objective or stage in life, I can help you make financial decisions to fit your lifestyle. I want to make your journey toward financial success as easy as possible.
Throughout the years, I have gained a strong combination of knowledge, experience and resources of which I look forward to utilizing for your benefit and investment needs. I specialize in retirement planning, inheritances and settlements. I can also help you protect your hard-earned assets with a variety of life insurance products, including life, disability and long term care.
About Miles James
I am originally from Sunburst, Mont., but I have lived in Houston, Mo., for many years. I enjoy spending time with my family, especially my four grandchildren. I love Chiefs football, Haley Davidson motorcycles, flying and ranching. I'm involved in the Houston Lions Club and The Harley Owners Group.
Designations and Degrees
I have been with Landmark Bank since 1997, having helped start the investment program in southern Missouri. Under my direction, the program has grown to more than 1,000 accounts.
I am licensed in life accident and hospital insurance, variable and fixed annuities, and I hold Series 7 and 63 General Securities Registrations. I am also an Investment Adviser Representative.
In previous years, I received the prestigious Dalstrom Award from the Houston Lions Club and the designation of being a Landmark Bank STAR Banker.
- Fixed and Variable Annuities
- Mutual Funds
- Life Insurance
- Stocks and Bonds
- Tax-Advantaged Investments
- Long-Term Care Insurance
- Disability Insurance
- Retirement Plans
- Professionally Managed Asset Accounts
- Money Market Funds
- Unit Investment Trusts
Landmark Bank and Landmark Investments are not registered broker/dealers and are independent of Raymond James Financial Services, Inc. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.
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