Unclaimed
James Christopher Webb is a Certified Financial Planner™ and a registered investment advisor representative with Advisor Resource Council. James has experience in financial planning, investment advisory services, and video production. James is dedicated to helping individuals and families achieve their financial goals. James offers a variety of services, including financial planning, portfolio management, and retirement planning. James is committed to providing personalized service and helping clients make informed financial decisions.
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.
Helps you choose top advisors aligned with your 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.
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
01/28/2022 - Present
Advisor Resource Council (DALLAS TX)
IA
Issued 04/16/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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