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James Curtis Claiborne

Financial Partners Group, Inc.

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About James Curtis Claiborne

James Claiborne is an experienced financial advisor with over 30 years of experience in the industry. James is currently a registered representative with Financial Partners Group, Inc. based in Overland Park, Kansas. Prior to joining Financial Partners Group, Inc., James was registered with Cambridge Investment Research, Inc. and New England Securities. James specializes in providing financial planning, investment management, and insurance services. He is a Chartered Financial Consultant and holds Series 6, 7, 24, 63, 99TO, and SIE licenses. James is committed to providing personalized financial advice to help clients achieve their financial goals.

Firm Information

James Claiborne is currently registered with Financial Partners Group, Inc.. Financial Partners Group, Inc. is an Overland Park, KS-based registered investment advisor with approximately $859,665,237 in regulatory assets under management. The firm provides financial planning, pension consulting, and portfolio management services to individuals, high-net-worth individuals, corporations, and charitable organizations.
Financial Partners Group, Inc.

10925 ANTIOCH ROAD

OVERLAND PARK, KS 66210

$859.67M

Assets Under Management

Not reported

Total Clients

8

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 Claiborne’s Registration & Firm History

KS

09/13/2017 - Present

Financial Partners Group, Inc. (OVERLAND PARK KS)

KS

07/18/2005 - 10/03/2017

CAMBRIDGE INVESTMENT RESEARCH, INC. (OVERLAND PARK KS)

NY

02/08/1996 - 07/21/2005

NEW ENGLAND SECURITIES (NEW YORK NY)

NY

03/12/1992 - 02/07/1996

GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)

MA

07/22/1991 - 03/03/1992

SMA EQUITIES, INC. (WORCESTER MA)

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Licenses & Designations

BC

Issued 08/30/1990

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/03/2009

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/17/2003

Series 7 - General Securities Representative Examination

BC

Issued 07/18/1991

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for James Curtis Claiborne.
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