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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 Dexter Ward is a financial advisor with Avantax Advisory Services. James has over 28 years of experience in the financial services industry. He has offices in Denison, TX and Plano, TX and is registered to provide investment advice in 15 states. James specializes in financial planning, retirement planning, and investment management for individuals, families, and businesses. He holds the Certified Financial Planner (CFP) and Personal Financial Specialist (PFS) designations. James is committed to providing his clients with personalized financial advice that is tailored to their individual needs and goals.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
TX
09/03/1998 - Present
Avantax Advisory Services (DENISON TX)
GA
02/08/1995 - 07/31/1995
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 02/14/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/22/2001
Series 24 - General Securities Principal Examination
BC
Issued 02/15/1995
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/26/1996
Series 7 - General Securities Representative Examination
BC
Issued 02/07/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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