James Kidwell, financial advisor Houston TX
93 score

James Kidwell

CRD Number: 1284843
Current Firm: Private Advisor Group, LLC

James Kidwell (CRD# 1284843) is an Investment Advisor Representative working at Private Advisor Group, LLC in Houston, TX and has over 29 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Houston, TX Nov 2012 - Current 4
Private Advisor Group, LLC Morristown, NJ Nov 2012 - Current 4
Kidwell & Company Houston, TX May 1982 - Current 34
Proequities, Inc. Houston, TX Jun 1991 - Nov 2012 21
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1987
S65 NASAA Investment Advisors Law Examination Jun 1998
Contact Info for James R. Kidwell
Phone Number: 973-538-7010
Registered State(s):
  • LA
  • TX
By the Numbers
  • Total Assets Under Management
    10,642
    MILLIONS
  • Total Number of Accounts
    48,558
    ACCOUNTS
  • Average Account Value
    $219,167
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
  • Other
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, 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

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

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