Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Marr is a financial advisor with over 14 years of experience in the industry. He joined Charles Schwab & CO., Inc. in May 2020, and is registered to provide investment advice in all 50 states. Prior to joining Charles Schwab, James Marr worked for USAA Financial Advisors, Inc., MetLife Securities Inc. and Banc of America Investment Services, Inc. James Marr is a Series 66, Series 7, Series 10, Series 9, Series 53, and Series 52TO licensed professional.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
TX
05/28/2020 - Present
Charles Schwab & CO., Inc. (Westlake TX)
TX
03/30/2011 - 05/24/2020
USAA FINANCIAL ADVISORS, INC. (ADDISON TX)
TX
05/22/2009 - 03/14/2011
METLIFE SECURITIES INC. (DALLAS TX)
TX
04/25/2008 - 03/26/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (ADDISON TX)
BOTH
Issued 05/14/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/12/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/21/2014
Series 53 - Municipal Securities Principal Examination
BC
Issued 02/07/2012
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/24/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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