Freeman James, financial advisor Yoakum TX

Freeman James

CRD Number: 7478094
Current Firm: Ica Group Wealth Management, LLC

Freeman James (CRD# 7478094) is an Investment Advisor Representative working at Ica Group Wealth Management, LLC in Yoakum, TX and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Ica Group Wealth Management, LLC Yoakum, TX Jul 2022 - Current 1
Lpl Financial LLC Yoakum, TX Dec 2021 - Current 2
Crossroads Bank Yoakum, TX Dec 2021 - Current 2
Bwi Companies, Inc. Texarkana, TX Jul 2017 - Dec 2021 4
Cal-maine Foods Flatonia, TX May 2016 - Jul 2017 1
Texas A&m University College Station, TX Aug 2012 - May 2016 3
Cal-maine Foods Flatonia, TX Jun 2015 - Aug 2015 < 1
Sanderson Farms College Station, TX Jun 2014 - Aug 2014 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2022
Contact Info for Freeman James
Phone Number: 720-758-8000
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    1,161
    MILLIONS
  • Total Number of Accounts
    6,308
    ACCOUNTS
  • Average Account Value
    $184,075
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

CA, CO, FL, HI, IL, MI, MN, MT, ND, NE, SD, TX, WI, WY

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