Guy James, financial advisor Denver CO

Guy James

CRD Number: 3174863
Current Firm: Ica Group Wealth Management, LLC

Guy James (CRD# 3174863) is an Investment Advisor Representative working at Ica Group Wealth Management, LLC in Denver, CO and has over 25 years of experience in the finance industry.

Similar Advisors
Roger Buswell, financial advisor Denver CO
Roger J. Buswell
CRD# 1036566
Buswell Associates, Inc.
Similar Advisors
Eric Courage , financial advisor Denver CO
Eric M. Courage
CRD# 5513725
Margin
Similar Advisors
Nicholas Crow, financial advisor Denver CO
Nicholas J. Crow
CRD# 6280566
Motley Fool Wealth Management, LLC
Company Name Location Dates Years
Ica Group Wealth Management, LLC Yoakum, TX Jul 2022 - Current 1
Lpl Financial LLC Yoakum, TX Nov 2017 - Current 6
Investment Centers Of America, Inc. Yoakum, TX Oct 2014 - Nov 2017 3
Investment Professionals Inc. San Antonio, TX Aug 2000 - Oct 2014 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1999
S66 NASAA Uniform Combined State Law Examination Aug 2007
Contact Info for Guy L. James
Phone Number: 720-758-8000
Firm Website: http://www.willsonco.com
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    1,161
    MILLIONS
  • Total Number of Accounts
    6,308
    ACCOUNTS
  • Average Account Value
    $184,075
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

CA, CO, FL, HI, IL, MI, MN, MT, ND, NE, SD, TX, WI, WY

Ready to hire a financial advisor? Get competitive proposals from Guy James and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.