James R. Sands, Jr. CFP<sup>&reg;</sup> - Financial Advisor

James R. Sands, Jr. CFP®


LPL Financial

6150 Diamond Centre Ct, Unit 603
Fort Myers, FL 33912
(239) 333-0033


James Sands is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at LPL Financial in Fort Myers, FL and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications


Insurance Licenses

  • Life insurance: AZ, FL, MI, NY, VA, PA, CO
  • Health/disability insurance: AZ, FL, MI, NY, VA, PA, CO
  • Fixed annuities: AZ, FL, MI, NY, VA, PA, CO
  • Variable annuities: AZ, FL, MI, NY, VA, PA, CO

Broker-Dealer Affiliation

LPL Financial

Broker-Dealer Disclaimer

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Asset Allocation, Business Taxes, Career Change, Investment Management, Estate Planning, Limited Partnerships, Getting Divorced, Employee Benefits, Mutual Funds, Getting Married, Insurance, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Starting a Family, Succession Planning, Sudden Wealth, Special Needs, Personal Taxes


Helpful Financial Planning Resources