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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 E. Williams-willis is an Investment Advisor Representative at Edelman Financial Engines. James is registered with the state of Texas. James has been in the industry since February 2022. James has passed the Uniform Investment Adviser Law Examination. James specializes in retirement planning, college savings, and investment management. James has experience working with individuals, families, and businesses.
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.
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.
Set-up fees & related svcs; reimbursements for printed materials
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TX
05/14/2022 - Present
Edelman Financial Engines (HOUSTON TX)
IA
Issued 05/13/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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