James Webb (CRD# 5228988) is an Investment Advisor Representative working at Virtue Capital Management, LLC in Brentwood, TN and has over 17 years of experience in the finance industry.
CRD# 2459919
Rbc Capital Markets, LLC
CRD# 1443047
Lpl Financial LLC
CRD# 6403759
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ria Compliance Firm, LLC | Brentwood, TN | Jan 2019 - Current | 5 |
| Summit Capital Solutions | Brentwood, TN | Jan 2017 - Current | 7 |
| Virtue Capital Management, LLC | Brentwood, TN | Oct 2013 - Current | 10 |
| Integrity Retirement Group, LLC | Brentwood, TN | Mar 2012 - Current | 12 |
| Virtue Advisors | Brentwood, TN | Oct 2005 - Current | 18 |
| Proequities, Inc. | Nashville, TN | Aug 2014 - May 2015 | < 1 |
| Center Street Securities, Inc. | Nashville, TN | Feb 2009 - Aug 2014 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2009 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2006 |
- TN
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Total Assets Under Management787MILLIONS
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Total Number of Accounts6,111ACCOUNTS
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Average Account Value$128,861
- 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
- Educational seminars/workshops
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