Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Villanueva is a registered Investment Advisor Representative with Diversified Financial Advisors, LLC. James is licensed in California and has been working in the financial services industry since 2011. James specializes in Retirement Planning, College Savings, Estate Planning, and Insurance Planning. James offers a range of services, including financial planning, pension consulting, and portfolio management for individuals. Diversified Financial Advisors, LLC is a fee-based firm that manages over $450 million in assets. The firm offers a range of services to individuals and businesses, including financial planning, investment management, and retirement planning.
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.
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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MO
04/20/2017 - Present
Diversified Financial Advisors, LLC (TOWN AND COUNTRY MO)
Active
Inactive
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