James Suttles (CRD# 7625432) is an Investment Advisor Representative working at Better Pockets Financial in Wylie, TX and has 1 year of experience in the finance industry.
CRD# 5009276
Hedgefield Wealth Management
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
CRD# 2492919
Patton Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Better Pockets Financial | Englewood, CO | Feb 2023 - Current | 1 |
| Unemployed | Wylie, TX | Nov 2022 - Jan 2023 | < 1 |
| Montoya Wealth | Prescott, AZ | Apr 2022 - Oct 2022 | < 1 |
| University Of Dallas | Irving, TX | Dec 2021 - Apr 2022 | < 1 |
| University Of Texas At Dallas | Richardson, TX | May 2019 - Dec 2021 | 2 |
| Collin College | Mckinney, TX | Jan 2017 - Apr 2019 | 2 |
| Collin College | Mckinney, TX | Jan 2013 - Dec 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2022 |
- LA
- TX
-
Total Assets Under Management3MILLIONS
-
Total Number of Accounts33ACCOUNTS
-
Average Account Value$90,879
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
CO, LA, TX
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