James McDanielCRD Number: 6594548
Current Firm: U.s. Capital Wealth Advisors, LLC
James McDaniel (CRD# 6594548) is an Investment Advisor Representative working at U.s. Capital Wealth Advisors, LLC in Houston, TX and has over 7 years of experience in the finance industry.
The Goff Financial Group
Hightower Advisors, LLC
Nxt:gen Financial Planning
|U.s. Capital Wealth Advisors, LLC||Austin, TX||Jun 2017 - Current||6|
|Austin Financial Partners||Austin, TX||Dec 2015 - Jun 2017||1|
|Commonwealth Financial Network||Waltham, MA||Dec 2015 - Jun 2017||1|
|Cg Victory||Austin, TX||Mar 2015 - Dec 2015||< 1|
|Break It Down||Austin, TX||Nov 2015 - Nov 2015||< 1|
|Seventy Seven Energy||Oklahoma City, OK||Sep 2014 - Sep 2015||1|
|Pine Cove||Tyler, TX||Jun 2015 - Aug 2015||< 1|
|Pine Cove||Tyler, TX||May 2014 - Aug 2014||< 1|
|Texas A&m University||College Station, TX||Aug 2013 - May 2014||< 1|
|Student||College Station, TX||Aug 2008 - May 2014||5|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2016|
Total Assets Under Management6,496MILLIONS
Total Number of Accounts12,119ACCOUNTS
Average Account Value$535,996
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
- Educational seminars/workshops
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, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VI, VT, WA, WI, WV
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