Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Labrecque is a financial advisor registered with Avantax Advisory Services. James has been in the financial services industry since August 5, 2019. James specializes in financial planning, pension consulting, and portfolio management for individuals and businesses. James is registered to provide investment advice in several states, including Arizona, California, Connecticut, Massachusetts, Minnesota, Nevada, New Mexico, New York, Ohio, South Dakota, Texas, and Virginia. James holds the Series 7TO, Series 66 and SIE licenses and is also a Certified Financial Planner. James is committed to providing clients with personalized financial advice and services to help them achieve their financial 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
09/24/2019 - Present
Avantax Advisory Services (Richardson TX)
BOTH
Issued 09/10/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/06/2019
Series 7TO - General Securities Representative Examination
BC
Issued 07/09/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure James Labrecque is the right advisor for you? Invested Better is here to help.
