James WurbsCRD Number: 4590308
Current Firm: Cambridge Investment Research Advisors, Inc.
James Wurbs (CRD# 4590308) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Wichita, KS and has over 15 years of experience in the finance industry.
Capital Wealthcare Advisors, L.c.
Cambridge Investment Research Advisors, Inc.
|Cambridge Investment Research Inc.||Fairfield, IA||Dec 2014 - Current||3|
|Cambridge Investment Research Advisors Inc.||Fairfield, IA||Dec 2014 - Current||3|
|Dunning & Associates Cpas, LLC||Wichita, KS||Jan 2013 - Current||5|
|Dunning Financial Partners||Wichita, KS||Sep 2010 - Current||7|
|Financial Innovations LLC||Wichita, KS||Dec 2006 - Current||11|
|United Planners Financial Services||Scottsdale, AZ||Apr 2010 - Dec 2014||4|
|Dunning & Dunning Ltd., Cpa's||Wichita, KS||Feb 1999 - Dec 2012||13|
|Pruco Securities, LLC||Overland Park, KS||Dec 2006 - May 2010||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2002|
Total Assets Under Management28,722MILLIONS
Total Number of Accounts168,526ACCOUNTS
Average Account Value$170,429
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Market timing services
- Educational seminars/workshops
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, VI, VT, WA, WI, WV, WY