James Cavner (CRD# 1355156) is an Investment Advisor Representative working at Cavner Social Enterprises, LLC in Austin, TX and has over 39 years of experience in the finance industry.
CRD# 4431657
Pbl Wealth Management
CRD# 5872877
Orchard Financial
CRD# 2827672
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Design Run Group, LLC | Austin, TX | Feb 2019 - Current | 5 |
| Cavner Social Enterprises, LLC | Austin, TX | Jul 2014 - Current | 9 |
| Insurance Distributors International | Austin, TX | Mar 1999 - Current | 25 |
| Wcl Partners, LP | Austin, TX | Jan 2003 - Dec 2018 | 15 |
| M. Holdings Securities, Inc. | Portland, OR | Oct 2001 - Feb 2018 | 16 |
| Waxmancavnerlawson, Dba Of Argus Fin. Group, Inc. | Austin, TX | Feb 1983 - Dec 2014 | 31 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1985 |
- TX
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Other
TX
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