James WebbCRD Number: 872943
Current Firm: Rhame & Gorrell Wealth Management
James Webb (CRD# 872943) is an Investment Advisor Representative working at Rhame & Gorrell Wealth Management in The Woodlands, TX and has over 25 years of experience in the finance industry.
Ronald Blue & Company, LLC
Houston Wealth Management
Raymond James Financial Services Advisors, Inc.
|Rhame & Gorrell Wealth Management, LLC||The Woodlands, TX||Nov 2017 - Current||< 1|
|Ims Financial Advisors, Inc.||Houston, TX||Feb 2013 - Nov 2017||4|
|Ims Securities, Inc.||Houston, TX||Feb 2013 - Nov 2017||4|
|Dba J. P. Webb Advisory||The Woodlands, TX||Sep 2010 - Nov 2017||7|
|Keller Williams Realty||The Woodlands, TX||Aug 2012 - Mar 2014||1|
|First Independent Financial Services, Inc.||Tulsa, OK||Aug 2010 - Feb 2013||2|
|First Independent Advisory Services, Inc.||Tulsa, OK||Aug 2010 - Feb 2013||2|
|Glg Councils||Austin, TX||Sep 2008 - Dec 2010||2|
|Woodlands Asset Management, Inc.||The Woodlands, TX||Sep 2008 - Aug 2010||1|
|Woodlands Securities Corpration||The Woodlands, TX||Sep 2008 - Aug 2010||1|
|Davis Hamilton Jackson & Associates||Houston, TX||Jan 1993 - Dec 2008||15|
|Perseides Partners LLC||Las Vegas, NV||Feb 2006 - Jun 2008||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2008|
|S65||NASAA Investment Advisors Law Examination||Jul 1992|
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, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Customer Dispute
Total Assets Under Management292MILLIONS
Total Number of Accounts1,043ACCOUNTS
Average Account Value$279,817
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, LA, NH, TX
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