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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Austin Simmons is an Investment Advisor Representative at Beaird Harris, a firm based in Dallas, Texas. James has been with Beaird Harris since September 2007. The firm primarily works with high-net-worth individuals, charitable organizations and pension and profit-sharing plans. James is registered with the state of Texas and holds a Series 65 license.
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.
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.
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TX
04/01/2014 - Present
Beaird Harris (DALLAS TX)
IA
Issued 03/31/2014
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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