James
Bey

Independent Wealth Network, Inc

CRD#1933696
Investment Advisor
in Downers Grove, IL

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About this Advisor

James Bey is a financial advisor based in Downers Grove, Illinois, working with Independent Wealth Network, Inc. James has previously held positions at Kestra Financial Services, Inc, Brokers International Financial Services, LLC, Independent Wealth Network, Inc, Emerson Equity LLC, and Nfp Securities Inc. James has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Arizona, Illinois, Michigan, Minnesota, Missouri, Texas, and Wisconsin. Currently, James is part of Independent Wealth Network, Inc, which operates out of Downers Grove, Illinois. 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

Series 63, Series 65, Chartered Financial Consultant

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Preferred Wealth Management 1431 Opus Place, Suite 110
Downers Grove, IL 60515

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Independent Wealth Network, Inc Brokerage Details

Total Assets Under Management

$358,327,384

IL Average: $9,259,360,772
Total Number of Employees

25

IL Average: 166
Total Number of Accounts

2,499

IL Average: 7,189
Average Account Size

$143,388

IL Average: $1,287,990

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

James Bey Work History

2024 - Present (1 year)

Emerson Equity LLC

2017 - Present (8 years)

Independent Wealth Network, Inc

2018 - 2023 (5 years)

Brokers International Financial Services, LLC

2016 - 2017 (1 year)

Kestra Financial Services, Inc

2006 - 2016 (10 years)

Nfp Securities Inc

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Disclosures

Please visit the SEC profile of James Bey 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

Ryan Timmins
Frederick, MD
Stephen Gilchrist
Los Angeles, CA
Nancy Schneider
Phoenix, AZ
Steven Collier
Sanger, TX
Jeffrey Zupancic
Phoenix, AZ
Ross Bonifield
Phoenix, AZ
Andrew Endelman
Urbandale, IA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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