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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 Ray Tindall is an investment advisor representative currently registered with Integrated Advisors Network LLC. James has been in the industry since 1983 and holds several licenses and registrations. James has been registered with Integrated Advisors Network LLC since June 2016. Prior to that, James worked with other firms, including Aspen Equity Partners, LLC, SWBC Investment Services, LLC, and Absher Webb Donnelly & Baker, Inc. James specializes in providing financial planning, portfolio management, and educational seminars to individuals, high net worth individuals, corporations, charitable organizations, and pooled investment vehicles.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
TX
06/10/2016 - Present
Integrated Advisors Network LLC (DALLAS TX)
TX
03/23/2012 - 10/01/2015
ASPEN EQUITY PARTNERS, LLC (SHAMROCK TX)
TX
03/04/2010 - 04/16/2012
SWBC INVESTMENT SERVICES, LLC (LUBBOCK TX)
TX
09/11/2009 - 03/09/2010
ABSHIER WEBB DONNELLY & BAKER, INC. (HOUSTON TX)
WI
10/11/2004 - 10/05/2007
H&R BLOCK FINANCIAL ADVISORS, INC. (BROOKFIELD WI)
NC
01/06/2003 - 10/11/2004
XCU CAPITAL CORPORATION, INC. (RALEIGH NC)
TX
11/09/2000 - 03/21/2001
DONNELLY & CO., LLC (MIDLAND TX)
TX
08/31/1999 - 04/10/2000
TIG CAPITAL SECURITIES CO. (HOUSTON TX)
TX
09/01/1998 - 04/22/1999
FIRST SOUTHWEST COMPANY (DALLAS TX)
TN
05/23/1995 - 09/08/1998
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
NY
12/03/1990 - 05/31/1995
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
06/19/1986 - 12/05/1990
BEAR, STEARNS & CO. INC. (NEW YORK NY)
NA
04/02/1985 - 06/19/1986
SHEARSON LEHMAN BROTHERS INC.
NA
11/23/1983 - 04/08/1985
THOMSON MCKINNON SECURITIES INC.
IA
Issued 11/07/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/28/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/27/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/23/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/26/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2015
SIE - Securities Industry Essentials Examination
BC
Issued 12/05/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 10/17/1984
Series 3 - National Commodity Futures Examination
BC
Issued 05/24/1984
Series 15 - Foreign Currency Options Examination
BC
Issued 11/19/1983
Series 7 - General Securities Representative Examination
Active
Inactive
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