Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Pavlik is an Investment Advisor Representative at Icon Wealth Partners, located in Houston, Texas. James has been in the financial services industry since 2000 and has a diverse background in providing investment advice. Previously, James was a registered representative at Purshe Kaplan Sterling Investments, Inc. and has also held positions at Avalon Wealth Management LLC and Schnitzius & Vaughan. James holds Series 7, 7TO, 22, 63 and 65 licenses and specializes in providing investment advice to individuals, high-net-worth individuals, trusts, corporations, and charitable organizations.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Credit and cash management solutions
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.
A percentage of the total value of assets under management is charged.
Revenue sharing on eligible credit and cash management solutions
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2
TX
08/01/2022 - Present
Icon Wealth Partners (HOUSTON TX)
TX
09/10/2020 - 12/31/2022
PURSHE KAPLAN STERLING INVESTMENTS (Houston TX)
TX
01/14/2013 - 06/23/2020
AVALON WEALTH MANAGEMENT LLC (HOUSTON TX)
TX
11/16/2000 - 06/10/2002
SCHNITZIUS & VAUGHAN (HOUSTON TX)
BC
Issued 05/01/2012
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 04/07/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/18/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/23/2012
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 11/15/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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