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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 David Ashby is an Investment Advisor Representative at Mustard Seed Wealth Management. James has been in the industry since 1997 and is registered with the states of Arkansas, Louisiana and Texas. James's specializations include Financial Planning, Portfolio Management for Individuals and Educational Seminars. James is a Certified Financial Planner.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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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AR
09/28/2006 - Present
Mustard Seed Wealth Management (MAGNOLIA AR)
IA
Issued 01/29/1999
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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