James BallCRD Number: 3168727
Current Firm: H.d. Vest Advisory Services, Inc.
James Ball (CRD# 3168727) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Lampasas, TX and has over 19 years of experience in the finance industry.
1st Global Advisors Inc.
Wells Fargo Clearing Services, LLC
Cuso Financial Services, LP
|H.d. Vest Investmentservices||Lampasas, TX||Dec 1998 - Current||19|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 1999|
Total Assets Under Management12,278MILLIONS
Total Number of Accounts56,222ACCOUNTS
Average Account Value$218,381
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- 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, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY