Unclaimed
James Ledbetter is a financial advisor currently registered with Equitable Advisors, LLC in Fort Worth, Texas. James has been in the industry since July 2023 and holds both a Series 7 and 66 license. James is also licensed to provide investment advisory services in Texas. James has been employed by Equitable Advisors, LLC in New York, NY since July 2023. Previously, James worked at MHMR of Tarrant County in Fort Worth, Texas, Unisys in Dallas, Texas, Computer Minds in Euless, Texas, and the University of North Carolina at Pembroke in Pembroke, North Carolina.
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.
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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2
TX
10/24/2023 - Present
Equitable Advisors, LLC (FORT WORTH TX)
BOTH
Issued 10/20/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/29/2023
Series 7TO - General Securities Representative Examination
BC
Issued 06/15/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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