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James Earl Tally

Investment adviser representative at Signaturefd, LLC
14 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$9.7BFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

14 years in the industry.

  1. Signaturefd, LLCJul 2012 to now

Designations

  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law2000
  • Series 65 · Uniform Investment Adviser Law2003

State registrations

Registered as an investment adviser representative in 1 state (GA).

Signaturefd, LLC

$9.7BAssets managed
1,913Clients
49Advisers
25 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
4250033
Firm CRD
112758
Advisor's SEC record (opens in a new tab)
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