Katie James's Contact Details

Katie James's Company Details

Southern Point Investment Partners

Valdosta, Georgia, United States • 3 Employees
Financial Services

Relatable experiences, intentional saving and investing, and relationships that span generations.With over seventy years of combined market experience, Southern Point Investment Partners strives to help our clients reach their financial goals through a collaborative team effort with the client's aspirations as the driving force for all decisions. We have the privilege of working with clients in different steps of life and being along the way as their dreams become a reality. With various specialties among our team members, we will prepare a well-rounded plan based on what matters to you.Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through GWM Advisors, a registered investment advisor. GWM Advisors and SouthernPoint Investment Partners are separate entities from LPL Financial.The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AL, CA, FL, GA, NC, PR