James Falcon, Financial Advisor located in Huntsville, AL

Financial Advisor
James D Falcon

MS, CFP®, CAP®, CLU®, RICP®, AAMS®, ADPA®, CRPC™, CRPS™
810 Regal Dr, Huntsville, AL 35801opens in a new window
Client by Referral
Serving clients with $1,000,000
CallSend Me a Message

Focus Areas

  • Government Employees
  • Aerospace Professionals
  • Retirement Income Strategies
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Charitable Giving

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • CAP®

    Chartered Advisor in Philanthropy®

  • CLU®

    Chartered Life Underwriter®

  • RICP®

    Retirement Income Certified Professional®

  • AAMS®

    Accredited Asset Management Specialist™

  • ADPA®

    Accredited Domestic Partnership Advisor™

  • CRPC™

    Chartered Retirement Planning Counselor™

  • CRPS™

    Chartered Retirement Plans Specialist™

Personal Interests

  • Spending Time with Family
  • Running
  • Hiking
  • Cycling
  • Triathlons

Team Members

  • Ethan Salyer
    Registered Branch Associate
  • Kristy Jordan
    Sr. Branch Office Administrator
  • Katie Clark
    Branch Office Administrator
  • Sabrina Nix
    Branch Office Administrator
  • Holly Rodes
    Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:00PM
Tue 08:30AM - 04:00PM
Wed 08:30AM - 04:00PM
Thu 08:30AM - 04:00PM
Fri 08:30AM - 04:00PM
Sat Closed
Sun Closed

Phone

(256) 534-8183

Fax

(866) 531-5804

Office Address

810 Regal Dr
Huntsville, AL 35801opens in a new window

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