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James R. Chisholm

Associate Financial Consultant AVP
Office

(864) 850-7401

Cell

(864) 382-0564

Client Services Team

800-382-0564

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About James R. Chisholm

James Chisholm partners with Michael Tollison to serve clients in the Upstate with their financial goals including retirement, income planning, investments and comprehensive financial services.  He is a graduate of North Greenville University with a degree in Business Administration and Minors in Economics and International Business.  He has worked in both the banking and employee benefits fields and has his FINRA series 7, 6, 65 and 63 securities registrations held with LPL Financial.  He also has his SC Life Accident Health, Property and Casualty license.  In his free time, he enjoys spending time with his wife, Keely, and their children.