James MotenCRD Number: 6102690
Current Firm: Primerica Advisors
James Moten (CRD# 6102690) is an Investment Advisor Representative working at Primerica Advisors in Harker Heights, TX and has over 5 years of experience in the finance industry.
Financial Planning Professionals, Inc.
Bbva Wealth Solutions Inc.
|University Of Mary Hardin-baylor||Belton, TX||Aug 2013 - Current||4|
|Pfs Investments Inc.||Harker Heights, TX||Aug 2012 - Current||5|
|Primerica Financial Services||Harker Heights, TX||Aug 2010 - Current||7|
|Concordia University||Austin, TX||Jun 2011 - Jul 2012||1|
|Texas A&m University-central Texas||Killeen, TX||Jun 2008 - May 2011||2|
|Mclennan Community College||Waco, TX||Aug 2005 - May 2008||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2012|
|S65||NASAA Investment Advisors Law Examination||Aug 2013|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV