Investment adviser representative · Osaic Advisory Services, LLC
James S. Burcham
CRD 1233604 · Myrtle Beach, SC
At a glance
James S. Burcham is an investment adviser representative with Osaic Advisory Services, LLC in Myrtle Beach, SC, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on James’s SEC record dates to 1997, about 29 years ago. Designations on file: Certified Financial Planner.
Current advisory firm
- Osaic Advisory Services, LLCSince November 2024Myrtle Beach, SC · $15B in regulatory assets
SEC adviser record
- Registered since
- 1997 (29 years)
- Designations
- Certified Financial Planner
- Exams
- Series 63
- Registered in
- 2 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
James’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 3 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.