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James Charles Erwin

Ifrah Financial Services, Inc.

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About James Charles Erwin

James Erwin is an investment advisor representative with Ifrah Financial Services, Inc. in Little Rock, AR. James has been in the industry since March 19, 2001. James is registered with the state of Arkansas and has passed the Series 63, Series 65, and Series 7 exams. James also has experience at HUTCHINSON/IFRAH, INC. and ROYAL ALLIANCE ASSOCIATES, INC. James specializes in working with High Net Worth Individuals, Corporations, and Pension and Profit Sharing Plans.

Firm Information

James Erwin is currently registered with Ifrah Financial Services, Inc.. Ifrah Financial Services, Inc. is a registered investment advisor based in Little Rock, AR. They offer a range of advisory services, including financial planning, pension consulting, and portfolio management for individuals and businesses. They manage approximately $403,648,623 in assets for clients, primarily high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth. They also publish periodicals, provide selection of other advisors, and offer educational seminars for their clients.
Ifrah Financial Services, Inc.

17300 CHENAL PARKWAY

LITTLE ROCK, AR 72223-5876

$403.65M

Assets Under Management

Not reported

Total Clients

9

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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James Erwin’s Registration & Firm History

AR

02/01/2006 - Present

Ifrah Financial Services, Inc. (LITTLE ROCK AR)

AR

03/19/2001 - 01/02/2004

HUTCHINSON/IFRAH, INC. (LITTLE ROCK AR)

AZ

03/22/1994 - 06/22/1999

ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)

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Licenses & Designations

IA

Issued 06/28/1996

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/07/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/21/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for James Charles Erwin.
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