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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 McDaniel is an Investment Advisor Representative with U.S. Capital Wealth Advisors, LLC. James has been working in the financial industry since 2016. James is registered with the state of Texas. James is also licensed to sell fixed insurance, spending less than an hour per month during trading hours on this activity.
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.
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
06/02/2017 - Present
U.s. Capital Wealth Advisors, LLC (HOUSTON TX)
TX
02/01/2016 - 06/02/2017
COMMONWEALTH FINANCIAL NETWORK (AUSTIN TX)
BOTH
Issued 03/19/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/02/2017
SIE - Securities Industry Essentials Examination
BC
Issued 02/01/2016
Series 7 - General Securities Representative Examination
Active
Inactive
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