Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Lourentzos is a financial advisor who has been in the industry for over 15 years. He is registered with the state of Kansas and Texas. James is a member of the First Command Financial Planning team and specializes in providing financial planning services to individuals, families, and businesses. James is committed to helping his clients achieve their financial goals through a personalized approach. His office is located in Leavenworth, KS, but he also serves clients in Fort Worth, TX.
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.
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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KS
09/22/2023 - Present
First Command Advisory Services (Leavenworth KS)
BOTH
Issued 03/30/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/23/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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