UBS Financial Services
47yrs
Top 1% by experience in Atlanta
44yrs
James Diffley is a fiduciary financial advisor in Atlanta, Georgia, with 44 years in the industry. After a year at Wells Fargo Advisors, James joined Carter, Terry & Company in 2004, a firm offering investment management, selecting outside investment managers, and educational workshops. Carter, Terry & Company reports being paid through a percentage of assets.
One of 4534 advisors with offices in Atlanta, and one of 4079 fiduciaries.
At a glance
Experience44 years (since 1983)
How that compares ?Top 1% by experience in Georgia
Office3340peachtree Road Suite 1400, Atlanta, GA 30326
How the firm is paid ?Percent of assets
Typical client at the firm ?$628,598
Advisors at the firm17
States licensed ?1 state
Services through Carter, Terry & Company
Investment management for individuals and small businessesChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2004 – nowCarter, Terry & Company, Inc.Current firm
- May 2003 – Mar 2004Wells Fargo Clearing Services, LLCPreviously
Questions to ask James
Tailored to James’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About James
How do I contact James?
Call Carter, Terry & Company at 404-364-2070 and ask for James Diffley. James works from the Atlanta, GA office.
How long has James been a financial advisor?
James has been in the industry since 1983, about 44 years. Top 1% by experience in Georgia.
What licenses does James hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is James a fiduciary?
James is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is James paid?
Carter, Terry & Company reports being paid by a percentage of the assets they manage. Ask James for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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