Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Bauman is a Certified Financial Planner™ professional, with over a decade of experience in the financial services industry. He is currently registered as an Investment Advisor Representative with Farther. James is committed to providing comprehensive financial planning services to individuals and families, with a focus on retirement planning, investment management, and college savings. James is also a passionate triathlete and enjoys coaching others in this field.
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.
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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WA
03/10/2023 - Present
Farther (Spokane Valley WA)
IA
Issued 12/17/2013
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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