James Webb (CRD# 7369198) is an Investment Advisor Representative working at Advisor Resource Council in Dallas, TX and has over 3 years of experience in the finance industry.
CRD# 5009276
Hedgefield Wealth Management
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
CRD# 2492919
Patton Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Advisor Resource Council LLC | Dallas, TX | Jun 2022 - Current | 1 |
| Lpl Financial LLC | Dallas, TX | May 2021 - Current | 2 |
| Generations Financial Management | Heath, TX | May 2021 - Current | 2 |
| Advisor Resource Council LLC | Dallas, TX | Jan 2022 - Jun 2022 | < 1 |
| Unemployed | Rowlett, TX | Jan 2021 - May 2021 | < 1 |
| L3harris Technologies | Greenville, TX | Jul 2017 - Jan 2021 | 3 |
| University Of Arkansas | Fayetteville, AR | Jan 2017 - May 2017 | < 1 |
| University Of Arkansas | Fayetteville, AR | Aug 2013 - May 2017 | 3 |
| Marshalltown | Fayetteville, AR | May 2016 - Aug 2016 | < 1 |
| Park Place Motors | Dallas, TX | May 2015 - Aug 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Apr 2021 |
- TX
-
Total Assets Under Management2,453MILLIONS
-
Total Number of Accounts12,244ACCOUNTS
-
Average Account Value$200,328
- 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
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, FL, GA, HI, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.