Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Edward Latiolais is a registered investment advisor representative with Lifestyle Asset Management, Inc. The firm's main office is located in Friendswood, Texas. James has been in the financial services industry since 1982 and has experience with a variety of firms. James Edward Latiolais holds the Series 6, 63, and 65 licenses, as well as the Series 26. James's areas of expertise include financial planning, portfolio management for individuals and businesses, and pension consulting.
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.
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.
Financial consulting
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.
A percentage of the total value of assets under management is charged.
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TX
09/30/2022 - Present
Lifestyle Asset Management, Inc. (FRIENDSWOOD TX)
TX
01/05/2017 - 07/02/2020
CETERA ADVISOR NETWORKS LLC (HOUSTON TX)
TX
02/27/2009 - 01/03/2017
FSC SECURITIES CORPORATION (HOUSTON TX)
TX
01/06/2000 - 02/27/2009
ADVANTAGE CAPITAL CORPORATION (HOUSTON TX)
GA
09/05/1996 - 12/31/1999
ADVANTAGE CAPITAL CORPORATION (ATLANTA GA)
AZ
06/02/1995 - 09/05/1996
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
GA
11/28/1990 - 06/02/1995
ADVANTAGE CAPITAL CORPORATION (ATLANTA GA)
GA
02/07/1986 - 12/31/1990
FIRST AMERICAN NATIONAL SECURITIES, INC. (DULUTH GA)
IA
Issued 11/08/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/13/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/05/1990
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/06/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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