James Izett (CRD# 712827) is an Investment Advisor Representative working at Onedigital Investment Advisors in Overland Park, KS and has over 38 years of experience in the finance industry.
CRD# 2074636
Financial Partners Group, Inc.
CRD# 1380183
Creative Planning
CRD# 5216324
Mariner Wealth
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Onedigital Investment Advisors LLC | Overland Park, KS | May 2017 - Current | 7 |
| Retirement Partner Advisors | Lawrenceville, GA | May 2017 - Current | 7 |
| Independent Financial Group LLC | Lillbum, GA | Aug 2014 - Apr 2017 | 2 |
| Adviseme National Advisors | Beachwood, OH | Mar 2012 - Apr 2017 | 5 |
| Financial Telesis Inc. | San Rafael, CA | Apr 2012 - Jul 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1986 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2001 |
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- GA
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Total Assets Under Management107,102MILLIONS
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Total Number of Accounts57,121ACCOUNTS
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Average Account Value$1,875,008
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
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
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