Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Barry Coffman is a financial advisor with over 25 years of experience in the financial services industry. James is a Certified Financial Planner and Chartered Financial Analyst. James works with individual clients, families, and charitable organizations. James provides financial planning, investment management, and portfolio management services. James is registered with the state of Texas and has been with Austin Asset since 1997. James focuses on providing investment advice and portfolio management services to individuals and families. James is committed to providing clients with personalized financial advice and investment strategies that are tailored to their individual needs and goals.
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.
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.
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TX
05/11/2001 - Present
Austin Asset (AUSTIN TX)
IA
Issued 06/19/1996
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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