Invested Better
Unclaimed

Unclaimed

Unclaimed

James Huey Webb

Capital Financial, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you James? Claim Your Profile

About James Huey Webb

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.

Firm Information

James Webb is currently registered with Capital Financial, LLC. Capital Financial, LLC is an investment advisor registered with the SEC. The firm manages approximately $18,649,950 in assets for 6 membership associations. The firm provides portfolio management for businesses.

$18.65M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

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.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

Fee Structure

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.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

James Webb’s Registration & Firm History

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

Not sure if James Huey Webb is right for you?

Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for James Huey Webb.
Not sure if James Huey Webb is right for you?