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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 Gillis Webster is a financial advisor with over 30 years of experience in the industry. James is registered to provide investment advisory services in Montana and Texas, and is also a registered representative of securities in 36 states. James is affiliated with D.A. Davidson & Co. where James provides financial planning, portfolio management, and pension consulting to individuals, businesses, and charitable organizations. James has experience working with clients of all types, including high-net-worth individuals, corporations, and non-profit organizations. James is committed to providing personalized financial advice and helping clients 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.
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.
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MT
09/21/2018 - Present
D.a. Davidson & Co. (BOZEMAN MT)
NY
07/05/1996 - 09/10/1999
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
MN
11/03/1993 - 07/03/1996
FBS INVESTMENT SERVICES, INC. (SAINT PAUL MN)
NY
09/16/1991 - 05/13/1993
KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)
IA
Issued 03/03/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/17/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/13/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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