Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Hendrik Boxma is an investment advisor representative with Creative Planning, a firm that provides a variety of financial services to individuals, businesses, and institutions. James has been in the industry since 2008 and holds Series 6, 63, and 65 licenses. He also holds the Certified Financial Planner designation. James has experience working with clients of all types and has a strong track record of success in providing personalized financial advice. He has been associated with Creative Planning since 2017 and has worked previously with Sagepoint Financial, Inc. and American General Securities Incorporated. James is committed to helping clients achieve their financial goals and is dedicated to providing them with the highest level of service. He is also active in the community, serving as an instructor at a local self-defense and fitness club.
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.
1
2
FL
02/07/2019 - Present
Creative Planning (Marco Island FL)
FL
10/31/2008 - 03/25/2011
SAGEPOINT FINANCIAL, INC. (MARCO ISLAND FL)
TX
05/16/2008 - 10/31/2008
AMERICAN GENERAL SECURITIES INCORPORATED (SOUTHLAKE TX)
IA
Issued 09/04/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/28/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/14/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure James Boxma is the right advisor for you? Invested Better is here to help.
