Freeman
James
Ica Group Wealth Management, LLC
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About this Advisor
Freeman James is a financial advisor working in Yoakum, Texas with a total of 1 year of industry experience. James is on the advisory team at Ica Group Wealth Management, LLC. Their career trajectory has included roles at Cal-Maine Foods, Bwi Companies, Inc, Texas A&M University, Sanderson Farms, Lpl Financial LLC, Crossroads Bank and Ica Group Wealth Management, LLC. James has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to work in Texas. Ica Group Wealth Management, LLC is a registered investment business operating out of Denver, CO. The firm has offices in 21 locations and a total of 48 financial advisors. It administers $1 billion in assets across its 5,612 client accounts, making it one of the bigger firms in the nation by assets under management. The firm advises 27 charities and foundations. Of its 5,612 customer accounts, 26% are held by high-net-worth investors who have greater than $1 million in investable assets. The business provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Fees for financial advisory services largely are based on which services the firm provides the client. Fees billed by Ica Group Wealth Management, LLC most likely are comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Ica Group Wealth Management, LLC Brokerage Details
$1,028,834,383
48
5,612
$183,328
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Freeman James Work History
Freeman has been registered as a financial advisor for 1 years.*
Ica Group Wealth Management, LLC
Lpl Financial LLC
Crossroads Bank
Bwi Companies, Inc
Cal-Maine Foods
Cal-Maine Foods
Sanderson Farms
Texas A&M University
*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 Freeman 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 Ica Group Wealth Management, LLC
Milwaukee, WI
Denver, CO
Denver, CO
Yoakum, TX
Waseca, MN
Sparta, MI
Denver, CO
Virden, IL
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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