James
White
Tempus Wealth Planning, LLC
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About this Advisor
James White is a financial advisor based in Irvine, California, working with Tempus Wealth Planning, LLC. James has previously held positions at Ameriprise Financial Services, Inc, Tempus Wealth Planning, LLC, and Mutual Securities, Inc. James has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in California. Currently, James is part of Tempus Wealth Planning, LLC, which operates out of Irvine, California. The firm has 11 employees and manages assets totaling $400.5 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at Tempus Wealth Planning, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Tempus Wealth Planning, LLC Brokerage Details
$400,480,124
11
1,654
$242,128
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
James White Work History
Tempus Wealth Planning, LLC
Mutual Securities, Inc
Ameriprise Financial Services, Inc
Disclosures
Please visit the SEC profile of James White 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 Tempus Wealth Planning, LLC
Irvine, CA
Irvine, CA
Irvine, CA
Schererville, IN
Irvine, CA
Irvine, CA
Irvine, CA
Irvine, CA
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