Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Brian Crabtree is a financial advisor who has been in the industry for over 10 years. James is registered with Winebrenner Capital Management LLC. James provides financial advice to individuals, businesses, and pooled investment vehicles.
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.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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KY
07/19/2022 - Present
Winebrenner Capital Management LLC (LOUISVILLE KY)
KY
03/11/2021 - 06/10/2021
MORGAN STANLEY (LOUISVILLE KY)
TX
06/07/2019 - 01/29/2021
AMERIPRISE FINANCIAL SERVICES, LLC (HOUSTON TX)
TX
04/19/2018 - 01/03/2019
EDWARD JONES (HOUSTON TX)
BOTH
Issued 06/21/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/2018
Series 7 - General Securities Representative Examination
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Inactive
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