James Leavell (CRD# 7413647) is an Investment Advisor Representative working at Team Financial Strategies in Abilene, TX and has 1 year of experience in the finance industry. James Leavell 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 put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 3159040
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1513684
Osaic Wealth, Inc.
CRD# 4924792
William Madison Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Team Financial Strategies | Abilene, TX | Sep 2019 - Current | 4 |
| Abilene Isd | Abilene, TX | Aug 2015 - Jul 2019 | 3 |
| Unemployed | Abilene, TX | Jun 2014 - Aug 2015 | 1 |
| Cfb Isd | Carollton, TX | Aug 2008 - Jun 2014 | 5 |
- TX
-
Total Assets Under Management203MILLIONS
-
Total Number of Accounts1,152ACCOUNTS
-
Average Account Value$176,384
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
TX
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