Dee James (CRD# 4525217) is an Investment Advisor Representative working at Tfb Advisors, LLC in Granbury, TX and has over 21 years of experience in the finance industry.
CRD# 2591615
Robert W. Baird & Company Incorporated
CRD# 4951603
Global Retirement Partners LLC
CRD# 4578669
J.p. Morgan Securities LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Tfb Advisors, LLC | Overland Park, KS | Aug 2022 - Current | 1 |
| 3j Financial LLC | Granbury, TX | Jan 2021 - Current | 3 |
| Ameritas Investment Company, LLC | Lincoln, NE | Jun 2006 - Current | 17 |
| Ameritas Life Insurance Corp. | Lincoln, NE | Jun 2006 - Current | 17 |
| Tax Favored Benefits | Granbury, TX | May 2004 - Current | 19 |
| Ameritas Advisory Services, LLC | Lincoln, NE | Nov 2021 - Jun 2023 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2002 |
- KS
- TX
-
Total Assets Under Management721MILLIONS
-
Total Number of Accounts2,600ACCOUNTS
-
Average Account Value$277,191
- A percentage of assets under your management
- Subscription fees (for a newsletter or periodical)
- 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)
AR, AZ, CA, CO, FL, IA, IL, IN, KS, MO, MT, NC, NE, NM, NY, OH, OK, OR, TX, WA, WY
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