James
Poindexter
Independent Wealth Network, Inc
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About this Advisor
James Poindexter is a financial advisor based in Prescott, Arizona, working with Independent Wealth Network, Inc. James has previously held positions at Centaurus Financial, Inc, Broker Dealer Financial Services Corp, Brokers International Financial Services, LLC, Preferred Wealth Management, and McDermott Investment Services, LLC. James has passed the Series 63 regulatory exam and is registered to provide services in Arizona, California, Colorado, Oregon, Utah, Virginia, and Wyoming. Currently, James is part of Independent Wealth Network, Inc, which operates out of Prescott, Arizona. The firm has 16 offices and 25 employees. The firm manages assets totaling $358.3 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Independent Wealth Network, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Independent Wealth Network, Inc Brokerage Details
$358,327,384
25
2,499
$143,388
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
James Poindexter Work History
Mcdermott Investment Services, LLC
Preferrred Wealth Management
Brokers International Financial Services, LLC
Broker Dealer Financial Srevices Corp
Centaurus Finanical, Inc
Disclosures
Please visit the SEC profile of James Poindexter to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Independent Wealth Network, Inc
Lubbock, TX
Frederick, MD
Phoenix, AZ
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Los Angeles, CA
Phoenix, AZ
Phoenix, AZ
Urbandale, IA
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