James
Westwood
Royal Oak Financial Advisors, LLC
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About this Advisor
James Westwood is a financial advisor who works out of Royal Oak, Michigan with a total of 5 years of relevant experience. Westwood is an advisor for Royal Oak Financial Advisors, LLC. The advisor has gained experience at Invest Financial Corporation, Capital Asset Advisory Services, LLC, Alpha Asset Advisors, Wfg Investments, Inc and Royal Oak Financial Advisors, LLC. Westwood maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to serve investors in Michigan. Royal Oak Financial Advisors, LLC is a business based out of Royal Oak, MI. It oversees $193 million in assets across its 1,120 client accounts, making it one of the mid-sized investment advisory firms in the nation by assets under management. The firm serves three charitable organizations. Of its 1,120 client accounts, just 4% are associated with high-net-worth investors who have more than $1 million in assets available to invest. Royal Oak Financial Advisors, LLC provides a set of services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. A financial advisor's fee schedules usually are based on the services offered. However, fees charged by Royal Oak Financial Advisors, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Royal Oak Financial Advisors, LLC Brokerage Details
$192,650,968
5
1,120
$172,010
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
James Westwood Work History
James has been registered as a financial advisor for 5 years.*
Royal Oak Financial Advisors, LLC
Alpha Asset Advisors
Wfg Investments, Inc
Invest Financial Corporation
Capital Asset Advisory Services, LLC
*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 Westwood 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 Royal Oak Financial Advisors, LLC
Royal Oak, MI
Royal Oak, MI
Royal Oak, MI
Royal Oak, MI
Royal Oak, MI
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