James McMullanCRD Number: 7482229
Current Firm: Bka Wealth Consulting, Inc.
James McMullan (CRD# 7482229) is an Investment Advisor Representative working at Bka Wealth Consulting, Inc. in Cedar Park, TX and has 1 year of experience in the finance industry.
Pbl Wealth Management
Kestra Advisory Services, LLC
|Bka Wealth Consulting, Inc.||Cedar Park, TX||Oct 2021 - Current||< 1|
|Elizabeth Margaret, Inc.||Austin, TX||Jun 2012 - Current||9|
|Integrated Wealth Strategies, LLC||Austin, TX||Oct 2015 - Sep 2021||5|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Dec 2021|
Total Assets Under Management141MILLIONS
Total Number of Accounts636ACCOUNTS
Average Account Value$222,070
- 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
- Pension consulting services
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