Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Zachary Pendleton is an investment advisor representative at FMP Wealth Advisers, located in Austin, Texas. James has been in the industry since 2016 and holds a Series 65 license. James specializes in financial planning, portfolio management, and selection of other advisors. James has worked at FMP Wealth Advisers since May 2020 and previously worked at First Financial Trust and Abilene Christian University.
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.
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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TX
08/05/2020 - Present
FMP Wealth Advisers (AUSTIN TX)
IA
Issued 08/05/2020
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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