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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 Ward is a financial advisor with Beacon Pointe Advisors, LLC. James has been in the financial industry for over 20 years. James holds Series 7, 63, and 65 licenses. James is a Certified Financial Planner and is registered to provide investment advice in Texas. James provides a variety of financial planning and investment management services to individuals, businesses, and institutions. James has experience working with insurance companies, charitable organizations, high-net-worth individuals, corporations, and individuals other than high-net-worth. James is also a licensed insurance agent for Beacon Insurance Services, LLC. James has experience working with clients to create a comprehensive financial plan that addresses their unique needs and 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.
Strategic management for diversified investment portfolios.
Consulting services
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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TX
10/03/2016 - Present
Beacon Pointe Advisors, LLC (PLANO TX)
MN
12/13/1993 - 02/01/2006
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
12/13/1993 - 02/01/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 07/28/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/20/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/11/1993
Series 7 - General Securities Representative Examination
Active
Inactive
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