James Fair (CRD# 4671104) is an Investment Advisor Representative working at Wealthcare Advisory Partners LLC in Leawood, KS and has over 20 years of experience in the finance industry.
CRD# 2074636
Financial Partners Group, Inc.
CRD# 1380183
Creative Planning
CRD# 5216324
Mariner Wealth Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Wealthcare Advisory Partners D/b/a Wilborn Advisors | Leawood, KS | Feb 2024 - Current | < 1 |
Wcg Wealth Advisors, LLC | Overland Park, KS | Jul 2023 - Feb 2024 | < 1 |
V Wealth Management, LLC | Overland Park, KS | Sep 2020 - Dec 2023 | 3 |
Boulder Investment Group | Overland Park, KS | Nov 2014 - Sep 2020 | 5 |
Boulder Wealth Management | Overland Park, KS | May 2012 - Sep 2020 | 8 |
Lpl Financial | Overland Park, KS | Nov 2011 - Dec 2016 | 5 |
Etf Store | Kansas City, MO | Mar 2014 - Nov 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jun 2003 |
S66 | NASAA Uniform Combined State Law Examination | Jun 2008 |
- KS
- TX
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Total Assets Under Management3,907MILLIONS
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Total Number of Accounts16,562ACCOUNTS
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Average Account Value$235,926
- A percentage of assets under your management
- Hourly charges
- 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)
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI, WV, WY
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