James Webb, financial advisor The Woodlands TX
83 score

James Webb

CRD 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.

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Company Name Location Dates Years
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
Disclosure Information

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
Get Details on the FINRA Advisor Check site
Contact Info for James P. Webb
Phone Number: (832) 789-1100
Firm Website: https://www.rgwealth.com
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    292
    MILLIONS
  • Total Number of Accounts
    1,043
    ACCOUNTS
  • Average Account Value
    $279,817
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CA, LA, NH, TX

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BADGES
83

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