Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge Andrew James is a financial advisor with Creative Planning, a firm with over $175 Billion in assets under management. George has been in the industry for over 10 years and holds licenses to practice in both Montana and Texas. George specializes in working with individuals, corporations, charitable organizations, and retirement plans. George has also worked as a tester for UserTesting.com.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
KS
06/24/2019 - Present
Creative Planning (OVERLAND PARK KS)
NY
06/24/2015 - 11/27/2018
ICMA-RC SERVICES, LLC (NEW YORK NY)
DC
06/09/2011 - 02/28/2014
ICMA-RC SERVICES, LLC (WASHINGTON DC)
NY
02/04/2009 - 05/18/2011
GWFS EQUITIES, INC. (NEW YORK NY)
DC
04/15/2008 - 12/31/2008
ICMA-RC SERVICES, LLC (WASHINGTON DC)
BC
Issued 04/15/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2015
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/14/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure George James is the right advisor for you? Invested Better is here to help.
