Unclaimed
James Huey Webb is a financial professional with over 30 years of experience in the industry. James Webb is currently registered with Capital Financial, LLC in Maryland. He has been registered with Capital Financial since 1991 and previously worked with Ferris, Baker Watts Incorporated, Mid Atlantic Investor Services, Inc. and Dominick & Dominick, Incorporated. James Huey Webb holds the Series 6 and Series 63 licenses.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
1
2
MD
05/23/1991 - Present
Capital Financial, LLC (OLNEY MD)
MD
01/11/2002 - 08/29/2005
FERRIS, BAKER WATTS INCORPORATED (BALTIMORE MD)
DC
01/19/2000 - 12/31/2001
MID ATLANTIC INVESTOR SERVICES, INC. (WASHINGTON DC)
MD
06/16/1987 - 01/13/1994
FERRIS, BAKER WATTS INCORPORATED (BALTIMORE MD)
NA
02/03/1987 - 05/28/1987
DOMINICK & DOMINICK, INCORPORATED
BC
Issued 02/09/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/02/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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