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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 Garvelli is an investment advisor representative with 49 Financial. James is registered with the state of Texas and has been in the industry since 2016. James has been with 49 Financial since June 2024. James holds a Series 65 license. James provides financial planning, selection of other advisers, portfolio management for individuals and portfolio management for 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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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TX
06/24/2024 - Present
49 Financial (AUSTIN TX)
IA
Issued 06/24/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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