James Marr (CRD# 5508430) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Westlake, TX and has over 15 years of experience in the finance industry.
CRD# 5009276
Hedgefield Wealth Management
CRD# 1255317
Osaic Wealth, Inc.
CRD# 4211653
Raymond James & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Charles Schwab And Company, Inc. | Westlake, TX | May 2020 - Current | 3 |
| Usaa Investment Management Company | Addison, TX | Jan 2018 - May 2020 | 2 |
| Usaa Financial Planning Services | Addison, TX | Mar 2011 - May 2020 | 9 |
| Usaa Financial Advisors, Inc. | Addison, TX | Mar 2011 - May 2020 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2008 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- TX
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
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