James
Tabb
Ica Group Wealth Management, LLC
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About this Advisor
James Tabb is a financial advisor working in Sparta, Michigan with a total of 1 year of relevant experience. Tabb currently works for Ica Group Wealth Management, LLC. The advisor has gained experience at Lpl Financial, LLC, Greenleaf Hospitality Group, Watergate Hotel, Republic National Distributing Company, Us Department Of Defense - Edelweiss Lodge & Resort, Cmp Global, The Breakers Palm Beach, Virginia Polytechnic Institute And State University and Ica Group Wealth Management, LLC. Tabb has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to serve investors in Michigan. Ica Group Wealth Management, LLC is a firm operating out of Denver, CO. The company has offices in 21 locations and a total of 48 employees. It handles $1 billion in assets under management between its 5,612 customer accounts, making it one of the larger financial advisory firms in the nation by assets under management. The firm serves 27 charitable organizations. Of its 5,612 client accounts, 26% are held by high-net-worth individuals who have more than $1 million in assets. The firm performs a broad assortment of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Financial advisory fees typically vary depending on the type of financial services provided. However, fee types billed by Ica Group Wealth Management, LLC can include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Ica Group Wealth Management, LLC Brokerage Details
$1,028,834,383
48
5,612
$183,328
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
James Tabb Work History
James has been registered as a financial advisor for 1 years.*
Lpl Financial, LLC
Ica Group Wealth Management, LLC
Greenleaf Hospitality Group
Watergate Hotel
Republic National Distributing Company
Us Department Of Defense - Edelweiss Lodge & Resort
Cmp Global
The Breakers Palm Beach
Virginia Polytechnic Institute And State University
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of James Tabb 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 Ica Group Wealth Management, LLC
Yoakum, TX
Denver, CO
Milwaukee, WI
Denver, CO
Sparta, MI
Waseca, MN
Denver, CO
Virden, IL
The content in this profile was updated by SmartAsset on 4/16/2023. 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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