Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Patton Webb is an active investment advisor representative with Stirlingshire Investments. James has over 34 years of experience in the financial industry and is registered with the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA). James is also a Certified Financial Planner. James Patton Webb has experience working with individual clients and has a proven track record of success in helping them achieve their financial goals. James is committed to providing his clients with personalized financial advice and guidance to help them make informed decisions about their investments.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
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2
TX
12/11/2023 - Present
Stirlingshire Investments (Conroe TX)
TX
05/29/2018 - 12/21/2023
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (CONROE TX)
TX
02/13/2013 - 11/09/2017
IMS SECURITIES, INC. (HOUSTON TX)
TX
08/12/2010 - 02/13/2013
FIRST INDEPENDENT FINANCIAL SERVICES, INC. (THE WOODLANDS TX)
NE
10/22/2008 - 08/04/2010
WOODLANDS SECURITIES CORPORATION (OMAHA NE)
NA
09/04/1990 - 06/21/1993
EVEREN SECURITIES, INC.
NA
04/12/1989 - 09/04/1990
BATEMAN EICHLER, HILL RICHARDS, INCORPORATED
NA
10/24/1979 - 01/30/1989
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BC
Issued 10/24/2008
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/07/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/24/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/2008
Series 7 - General Securities Representative Examination
BC
Issued 08/04/1984
Series 15 - Foreign Currency Options Examination
BC
Issued 06/04/1983
Series 3 - National Commodity Futures Examination
BC
Issued 12/12/1981
Series 5 - Interest Rate Options Examination
Active
Inactive
F
FINRA
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