James Westwood (CRD# 2241415) is an Investment Advisor Representative working at Royal Oak Financial Advisors, LLC in Royal Oak, MI and has over 31 years of experience in the finance industry.
CRD# 4661126
Lpl Financial LLC
CRD# 4511557
Savant Wealth Management
CRD# 4713729
Bernard Wealth Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Royal Oak Financial Advisors, LLC | Royal Oak, MI | Mar 2018 - Current | 6 |
| Alpha Asset Advisors | Royal Oak, MI | Feb 2011 - Current | 13 |
| Wfg Investments, Inc. | Royal Oak, MI | Jul 2015 - Mar 2018 | 2 |
| Capital Asset Advisory Services, LLC | Haslett, MI | May 2011 - Mar 2018 | 6 |
| Invest Financial Corporation | Royal Oak, MI | May 2011 - Jul 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1992 |
| S65 | NASAA Investment Advisors Law Examination | Jan 1994 |
- MI
-
Total Assets Under Management250MILLIONS
-
Total Number of Accounts1,251ACCOUNTS
-
Average Account Value$199,840
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
FL, LA, MI
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.