James Clemensen (CRD# 5199235) is an Investment Advisor Representative working at Bfi Wealth Solutions, LLC in Dallas, TX and has over 17 years of experience in the finance industry. James Clemensen 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 put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5009276
Hedgefield Wealth Management
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
CRD# 2492919
Patton Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bfi Wealth Solutions, LLC | Dallas, TX | Mar 2021 - Current | 3 |
| Borden Hamman Agency | Dallas, TX | Nov 2019 - Current | 4 |
| Avantax Investment Services, Inc. | Dallas, TX | Jul 2018 - Sep 2023 | 5 |
| Avantax Advisory Services | Dallas, TX | Jul 2018 - Sep 2023 | 5 |
| Avantax Insurance Agency, LLC | Dallas, TX | Jan 2019 - Mar 2022 | 3 |
| Cliftonlarsonallen Wealth Advisors, LLC | Orlando, FL | Jul 2013 - Jul 2018 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2006 |
| S63 | Uniform Securities State Law Examination | Aug 2018 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- TX
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Total Assets Under Management125MILLIONS
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Total Number of Accounts550ACCOUNTS
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Average Account Value$227,273
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
TX
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