James Mahdak (CRD# 1951655) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in The Woodlands, TX and has over 31 years of experience in the finance industry.
CRD# 2687188
Hightower Advisors, LLC
CRD# 5462249
Nxt:gen Financial Planning
CRD# 7438882
Worthwise Financial Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Aventura Family Office | The Woodlands, TX | Jan 2022 - Current | 2 |
| Raymond James Financial Services, Inc. | The Woodlands, TX | Jan 2022 - Current | 2 |
| Raymond James Financial Services Advisors, Inc. | The Woodlands, TX | Jan 2022 - Current | 2 |
| Aventura LLC | The Woodlands, TX | Jan 2022 - Current | 2 |
| Wells Fargo Clearing Services, LLC | The Woodlands, TX | Nov 2016 - Jan 2022 | 5 |
| Wells Fargo Advisors LLC | The Woodlands, TX | May 2009 - Nov 2016 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1992 |
| S66 | NASAA Uniform Combined State Law Examination | May 2003 |
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- TX
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Total Assets Under Management275,430MILLIONS
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Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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)
- Educational seminars/workshops
- Other
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