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 14 years of experience in the finance industry.
Intercontinental Wealth Advisors, LLC
Wealth Watch Advisors, LLC
Vannoy Advisory Group, Inc.
|South Texas Money Management, Ltd.||San Antonio, TX||Jan 2009 - Current||7|
|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 Management2,759MILLIONS
Total Number of Accounts2,848ACCOUNTS
Average Account Value$968,774
- A percentage of assets under your management
- 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, CA, CO, FL, LA, NE, NM, NY, TX