Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Kirby Webb is a financial advisor with over 30 years of experience in the industry. James is currently registered with Advisor Resource Council and is a Certified Financial Planner. James has previously been registered with Edward Jones, Charles Schwab & Co., Inc., and Fidelity Brokerage Services, Inc. James has a wide range of experience and expertise in providing financial advice and services to individuals, families, businesses, and institutions. James specializes in financial planning, portfolio management, and investment advisory services. James's professional licenses and designations allow him to offer a variety of financial products and services to his clients, including mutual funds, stocks, bonds, variable annuities, and life insurance.
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.
Helps you choose top advisors aligned with your financial 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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TX
02/23/2017 - Present
Advisor Resource Council (DALLAS TX)
TX
01/28/2003 - 02/24/2017
EDWARD JONES (Terrell TX)
TX
02/16/1995 - 01/27/2003
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
RI
08/04/1993 - 02/17/1995
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
BC
Issued 08/13/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/21/1996
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/24/1994
Series 7 - General Securities Representative Examination
BC
Issued 08/03/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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