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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 Steven Rush is a financial advisor with Signature Financial Advisors. James has been in the financial industry since 1998. James Steven Rush holds a Series 3, Series 7, Series 63, and Series 65 licenses and is a Certified Financial Planner. James Steven Rush provides financial planning and investment management services to individuals and families. James also founded Veteran Care Advisors of Texas, which provides education and consulting services to qualified Veterans. James is a partner in A-1 PR Management LLC, which provides real estate management and consulting services to individuals.
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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2
TX
10/11/2016 - Present
Signature Financial Advisors (HOUSTON TX)
TX
01/14/2009 - 05/06/2009
AMEGY INVESTMENTS, INC. (LEAGUE CITY TX)
TX
01/31/2006 - 05/06/2009
ZIONS DIRECT, INC. (LEAGUE CITY TX)
TX
02/23/2004 - 12/31/2006
AMEGY INVESTMENTS, INC. (PASADENA TX)
NY
04/27/2000 - 02/20/2004
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
09/24/1998 - 05/01/2000
SALOMON SMITH BARNEY INC. (NEW YORK NY)
IA
Issued 10/05/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/28/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/27/1999
Series 3 - National Commodity Futures Examination
BC
Issued 09/23/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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