James Dabbs (CRD# 1446385) is an Investment Advisor Representative working at Envision Retirement LLC in Tempe, AZ and has over 38 years of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
CRD# 5338348
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Envision Retirement LLC | Tempe, AZ | Aug 2022 - Current | 1 |
| Desert Horizons Financial, LLC | Mesa, AZ | Dec 2016 - Current | 7 |
| Cambridge Investment Research, Inc. | Fairfield, IA | Jan 2017 - Aug 2022 | 5 |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Jan 2017 - Aug 2022 | 5 |
| Desert Horizons Financial Wealth Mgmt & Investment Stratigies | Mesa, AZ | Dec 2016 - Aug 2022 | 5 |
| Lpl Financial | San Diego, CA | Jul 2005 - Dec 2016 | 11 |
| Desert Horizons Financial Concepts | Mesa, AZ | Nov 1995 - Dec 2016 | 21 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1986 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2022 |
- AZ
- CA
-
Total Assets Under Management67MILLIONS
-
Total Number of Accounts478ACCOUNTS
-
Average Account Value$139,843
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
AZ, CA, TX
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