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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Clifford Bassett is an investment advisor representative with Peak American Investment Advisors, Inc. James has been in the industry since 2015 and is registered in California and Texas. James holds a Series 65 license. Peak American Investment Advisors, Inc. is an investment advisor firm based in Plano, Texas. The firm has 9 employees, including 9 investment advisor representatives. Peak American Investment Advisors, Inc. manages approximately $66.43 million in assets for 442 clients. The firm provides financial planning and portfolio management services to individuals and high-net-worth individuals. James is also the vice president of sales for Peak American Financial Group, Inc., and an officer of Alpha Total Solutions, LLC.
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.
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
01/29/2015 - Present
Peak American Investment Advisors, Inc. (GRAND PRAIRIE TX)
IA
Issued 01/21/2015
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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