James KeeCRD Number: 4485278
Current Firm: South Texas Money Management, Ltd.
James Kee (CRD# 4485278) is an Investment Advisor Representative working at South Texas Money Management, Ltd. in San Antonio, TX and has over 15 years of experience in the finance industry.
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|South Texas Money Management, Ltd.||San Antonio, TX||Jan 2009 - Current||9|
|Credit Suisse First Boston LLC||Chicago, IL||Jan 2002 - Dec 2008||6|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||May 2002|
Total Assets Under Management3,024MILLIONS
Total Number of Accounts3,001ACCOUNTS
Average Account Value$1,007,635
- 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
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AR, AZ, CA, CO, FL, LA, NC, NE, NM, NY, TX, WA