James Tabak, financial advisor Edinburg TX
93 score

James Tabak

CRD Number: 1289528
Current Firm: Ameriprise Financial Services, Inc.

James Tabak (CRD# 1289528) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Edinburg, TX and has over 32 years of experience in the finance industry.

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Company Name Location Dates Years
American Express Financial Advisors Inc. Corpus Christi, TX Jul 1984 - Current 32
Ids Life Insurance Company Minneapolis, MN Jul 1984 - Current 32
Universal Plastics, Inc. Cookeville, TN Feb 1984 - Current 32
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1984
Contact Info for James M. Tabak
Phone Number: 612-671-3131
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    178,060
    MILLIONS
  • Total Number of Accounts
    1,085,445
    ACCOUNTS
  • Average Account Value
    $164,044
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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