James Wigen, financial advisor Fountain Valley CA

James Wigen

CRD Number: 2786609
Current Firm: Independent Financial Partners

James Wigen (CRD# 2786609) is an Investment Advisor Representative working at Independent Financial Partners in Fountain Valley, CA and has over 26 years of experience in the finance industry.

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Company Name Location Dates Years
Independent Financial Partners Ft Lauderdale, FL Jun 2013 - Current 10
Independent Financial Management LLC Plano, TX Mar 2005 - Current 19
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1997
S65 NASAA Investment Advisors Law Examination May 1997
Contact Info for James R. Wigen
By the Numbers
  • Total Assets Under Management
    9,761
    MILLIONS
  • Total Number of Accounts
    37,391
    ACCOUNTS
  • Average Account Value
    $261,062
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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Data verified by both the advisor and the public regulatory data.

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