James Priebe (CRD# 7639221) is an Investment Advisor Representative working at Cx Institutional, LLC in Auburn, IN and has 1 year of experience in the finance industry.
CRD# 5440171
Secure Asset Management, LLC
CRD# 1200534
Raymond James & Associates, Inc.
CRD# 2233643
Anweiler Financial Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cx Institutional, LLC | Plano, TX | Nov 2023 - Current | < 1 |
| Fisher Investments | Plano, TX | Aug 2022 - Nov 2023 | 1 |
| University Of Alabama | Tuscaloosa, AL | Aug 2021 - May 2022 | < 1 |
| Pi Kappa Phi- Omicron Chapter | Tuscaloosa, AL | Jan 2021 - Nov 2021 | < 1 |
| Bank Of The West | Grapevine, TX | May 2021 - Aug 2021 | < 1 |
| University Of Alabama | Tuscaloosa, AL | Aug 2020 - Jun 2021 | < 1 |
| North River Yacht Club | Tuscaloosa, AL | Jun 2020 - Aug 2020 | < 1 |
| University Of Alabama | Tuscaloosa, AL | Aug 2019 - May 2020 | < 1 |
| Lakewood Country Club | Dallas, TX | Jun 2019 - Aug 2019 | < 1 |
| University Of Alabama | Tuscaloosa, AL | Aug 2018 - May 2019 | < 1 |
| Plano Sports Auhtority | Plano, TX | Jun 2018 - Aug 2018 | < 1 |
| Plano West Senior High School | Plano, TX | Aug 2017 - Jun 2018 | < 1 |
| Bear Creek Golf Course | Dallas, TX | Jun 2017 - Aug 2017 | < 1 |
| Plano West Senior High School | Plano, TX | Aug 2016 - Jun 2017 | < 1 |
| Shepton Junior High School | Plano, TX | Aug 2014 - Jun 2016 | 1 |
| Renner Middle School | Plano, TX | Jan 2012 - Jun 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2022 |
- TX
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Total Assets Under Management2,387MILLIONS
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Total Number of Accounts8,548ACCOUNTS
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Average Account Value$279,244
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AL, AR, AZ, CA, CO, FL, GA, IA, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, NC, ND, NE, NH, NJ, NM, NY, OH, OK, PA, SC, TN, TX, VA, WA, WI
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