James PowellCRD Number: 6087017
Current Firm: Esi Financial Advisors
James Powell (CRD# 6087017) is an Investment Advisor Representative working at Esi Financial Advisors in Addiston, TX and has over 9 years of experience in the finance industry.
Hedgefield Wealth Management
Cravens Brothers Private Wealth Management LLC
Patton Wealth Advisors
|Equity Services Inc.||Montpelier, VT||Feb 2017 - Current||5|
|National Life||Addison, TX||Dec 2016 - Current||6|
|The Prudential Insurance Company Of America||Iriving, TX||Jan 2013 - Dec 2016||3|
|Pruco Securities LLC||Iriving, TX||Jan 2013 - Dec 2016||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 2013|
|S65||NASAA Investment Advisors Law Examination||Aug 2013|
Total Assets Under Management2,238MILLIONS
Total Number of Accounts10,400ACCOUNTS
Average Account Value$215,163
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV
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