James
Mcmurtry

Wells Fargo Advisors Financial Network, LLC

CRD#1476546
Investment Advisor
in Kansas City, MO
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About this Advisor

James Mcmurtry is a certified financial planner operating out of Kansas City, Missouri, with a total of 10 years of financial industry experience. Mcmurtry is an advisor for Wells Fargo Advisors Financial Network, LLC. During their career, Mcmurtry has held roles at Wachovia Securities, LLC and Wells Fargo Advisors Financial Network LLC. Mcmurtry holds a Series 63 license, designating them as a securities broker, and is able to operate in Texas. Wells Fargo Advisors Financial Network, LLC is an advisory business that has its headquarters in Kansas City, Missouri. The firm has offices in 729 locations and a total of 1,997 people on staff. It controls $49 billion in total assets across its 149,098 client accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm serves 763 charities and foundations. Of its 149,098 client accounts, 41% belong to high-net-worth individuals who have at least $1 million in investable assets. Wells Fargo Advisors Financial Network, LLC offers a broad range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Financial management fee schedules usually vary depending on which services are provided. Fees charged by Wells Fargo Advisors Financial Network, LLC likely are comprised of any blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

10 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

Yes

Office Location

6300 N Revere Dr Ste 250 (2Nd Floor)
Kansas City, MO 64151

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Wells Fargo Advisors Financial Network, LLC Brokerage Details

Total Assets Under Management

$47,520,627,966

MO Average: $11,469,110,461
Total Number of Employees

1,978

MO Average: 458
Total Number of Accounts

154,383

MO Average: 33,415
Average Account Size

$307,810

MO Average: $343,232

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Investment Advisory Services

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

James Mcmurtry Work History

James has 10 years of experience.

2010 - Present (9 years)

Wells Fargo Advisors Financial Network LLC

2008 - 2010 (2 years)

Wachovia Securities, LLC

Disclosures

James Mcmurtry has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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