Alison James
CRD Number: 7438882Current Firm: Worthwise Financial Partners
Compensation Model: Fee Only
Alison James (CRD# 7438882) is an Investment Advisor Representative working at Worthwise Financial Partners in Houston, TX and has 30 years of experience in the finance industry. Alison James has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2390431
The Goff Financial Group
CRD# 2687188
Hightower Advisors, LLC
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Nxt:gen Financial Planning
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Worthwise Financial Partners, LLC | Houston, TX | Aug 2021 - Current | 2 |
| Squirrelfish Incorporated | Houston, TX | Aug 2014 - Nov 2021 | 7 |
| Aon Hewitt | The Woodlands, TX | Jul 2007 - Jul 2015 | 8 |
- TX
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Total Assets Under Management7MILLIONS
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Total Number of Accounts40ACCOUNTS
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Average Account Value$163,452
- 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
TX
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