Alison James, financial advisor Houston TX

Alison James

CRD Number: 7438882
Current Firm: Worthwise Financial Partners
Compensation Model: Fee Only

Alison James (CRD# 7438882) is an Investment Advisor Representative working at Worthwise Financial Partners in Houston, TX and has 30 years of experience in the finance industry. Alison James has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Worthwise Financial Partners, LLC Houston, TX Aug 2021 - Current 2
Squirrelfish Incorporated Houston, TX Aug 2014 - Nov 2021 7
Aon Hewitt The Woodlands, TX Jul 2007 - Jul 2015 8

Alison James has no recent exams reported.
Contact Info for Alison A. James
By the Numbers
  • Total Assets Under Management
    9
    MILLIONS
  • Total Number of Accounts
    70
    ACCOUNTS
  • Average Account Value
    $128,311
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX

Firm Disclaimer:

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