James
Carlile
Umb Financial Services, Inc
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About this Advisor
James Carlile is a financial advisor based in Kansas City, Missouri, working with Umb Financial Services, Inc. James has previously held positions at Umb Bank and Umb Financial Services Inc. James has passed the Series 66 regulatory exam and is registered to provide services in Missouri. Currently, James is part of Umb Financial Services, Inc, which operates out of Kansas City, Missouri. The firm has 14 offices and 58 employees. The firm manages assets totaling $730.8 thousand. 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 Umb Financial Services, Inc includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Umb Financial Services, Inc Brokerage Details
$730,778
58
1
$730,778
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
James Carlile Work History
Umb Financial Services Inc
Umb Bank
Disclosures
Please visit the SEC profile of James Carlile 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 Umb Financial Services, Inc
Kansas City, MO
Kansas City, MO
Denver, CO
Kansas City, MO
Leawood, KS
Kansas City, MO
Kansas City, MO
Colorado Springs, CO
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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