Erica
James
Signify Wealth LLC
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About this Advisor
Erica James is a certified financial planner operating out of Saint Louis, Missouri. James is an advisor for Signify Wealth LLC. Over the course of their career, James has held roles at Sbsb Financial Advisors, The Wolf Group, Heart For Change Volunteers, Hostelling International Usa, Creative Planning, LLC and Signify Wealth LLC. James is able to work in Texas and Virginia. Signify Wealth LLC is an advisory company that has its headquarters in Saint Louis, MO. The firm has offices in two locations and a total of 12 people on staff. It has $170 million in total assets between its 199 client accounts, making it one of the mid-sized firms in the United States by assets under management. Of its 199 accounts, 51% are associated with high-net-worth individuals who have greater than $1 million in assets available to invest. Signify Wealth LLC provides a number of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Financial management fees typically are based on which services the firm provides the client. Fee types charged by Signify Wealth LLC most likely include some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Signify Wealth LLC Brokerage Details
$169,944,907
12
199
$853,995
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Erica James Work History
Erica has been registered as a financial advisor for 0 years.*
Signify Wealth LLC
Creative Planning, LLC
Sbsb Financial Advisors
The Wolf Group
Heart For Change Volunteers
Hostelling International Usa
*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 Erica James 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 Signify Wealth LLC
Saint Louis, MO
Saint Louis, MO
Saint Louis, MO
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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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.
