Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Brice West is an Investment Advisor Representative with Raymond James Financial Services Advisors, Inc. located in Abilene, TX. James has been in the securities industry since 2012. James works with individuals, businesses, high-net-worth clients, and retirement plans. James also has a strong background in banking and insurance. In addition to financial planning, James offers portfolio management services for individuals and businesses, as well as educational seminars and consultations.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
TX
08/01/2016 - Present
Raymond James Financial Services Advisors, Inc. (ABILENE TX)
TX
01/31/2012 - 07/29/2016
CETERA INVESTMENT SERVICES LLC (ABILENE TX)
BOTH
Issued 11/02/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/29/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/30/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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