Unclaimed
James Wesley Hornbuckle is a registered investment advisor with Wells Fargo Advisors Financial Network, LLC. James is a veteran in the financial services industry with over 16 years of experience. James offers financial planning, investment consulting services to institutional clients, portfolio management for businesses and individuals, and selection of other advisers. James has earned multiple licenses and certifications. James's previous roles include working with Wells Fargo Clearing Services, LLC and A. G. Edwards & Sons, Inc. in Texas. James is registered to offer investment advice in multiple states.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
TX
04/01/2022 - Present
Wells Fargo Advisors Financial Network, LLC (LIBERTY HILL TX)
TX
01/01/2008 - 04/01/2022
WELLS FARGO CLEARING SERVICES, LLC (GEORGETOWN TX)
TX
10/10/2006 - 01/03/2008
A. G. EDWARDS & SONS, INC. (SAN ANTONIO TX)
BOTH
Issued 10/19/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/26/2022
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/28/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 10/09/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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