James Kephart, financial advisor San Antonio TX

James Kephart

CRD Number: 6060503
Current Firm: Ryan Kephart, LLC

James Kephart (CRD# 6060503) is an Investment Advisor Representative working at Ryan Kephart, LLC in San Antonio, TX and has over 7 years of experience in the finance industry.

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Energy Transfer Partners San Antonio, TX Nov 2019 - Current 4
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Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2017
Contact Info for James R. Kephart
Phone Number: 210-392-2241
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

TX

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