James
Aycock

Momentum Independent Network Inc

CRD#2997984
Investment Advisor
in Edmond, OK

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

James Aycock is a financial advisor based in Edmond, Oklahoma, working with Momentum Independent Network Inc. James has previously held positions at Sws Financial Services Inc and was self-employed as James R. Aycock, Jr., Cpa. James has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Oklahoma and Texas. Currently, James is part of Momentum Independent Network Inc, which operates out of Edmond, Oklahoma. The firm has 93 offices and 139 employees. The firm manages assets totaling $1.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Momentum Independent Network Inc includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

Edmond, OK

Find an advisor who will work directly with you

SmartAsset’s free tool matches you with up to three vetted financial advisors who serve your area, and you can have a free introductory call with your advisor matches to decide which one you feel is right for you. Click here to get matched with an advisor today.

Momentum Independent Network Inc Brokerage Details

Total Assets Under Management

$1,117,141,327

OK Average: $3,042,739,679
Total Number of Employees

139

OK Average: 49
Total Number of Accounts

3,528

OK Average: 2,315
Average Account Size

$316,650

OK Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

James Aycock Work History

2003 - Present (22 years)

Sws Financial Services Inc

2002 - Present (23 years)

Self-Employed, James R. Aycock, Jr., Cpa

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of James Aycock 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 Momentum Independent Network Inc

Michael Kane
Sherman, TX
Robert Berry
Dallas, TX
Michael Hogan
Hilton Head Island, SC
Stephen Mckimmey
Dallas, TX
Emilio Fuentes
Dallas, TX
Troy Smith
Salado, TX
Evelyn Burgett
Dallas, TX
Vincent Dobransky
Dallas, TX

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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Find an advisor who will work directly with you

Answer a few questions, get matched with up to 3 advisors, compare and decide which is right for you. Click here to find your advisor matches today.
Get started