James
Mars
Visionpoint Advisory Group
Answer a few questions and
get matched with an advisor.
About this Advisor
James Mars is a certified financial planner operating out of Dallas, Texas who has 10 years of relevant experience. Mars is currently employed by Visionpoint Advisory Group. Mars has gained experience at Securian Financial Services, Inc, Minnesota Life Insurance Company, Visionpoint Advisory Group, Vision Point Advisory Group, Lpl Financial LLC and Purshe Kaplan Sterling Investments. Mars maintains a Series 63 license, qualifying them as a securities broker, and is registered to serve investors in Iowa and Texas. Visionpoint Advisory Group is a business that has its headquarters in Dallas, TX. The firm has offices in four locations and a total of 31 people on staff. It manages $664 million in total assets between its 2,060 client accounts, making it one of the larger firms in the United States by assets under management. The firm advises five charitable organizations. Of its 2,060 accounts, just 6% belong to high-net-worth individuals who have at least $1 million in assets available to invest. The firm has a diverse set 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 educational seminars. Fees charged by financial advisors typically are based on which services the firm provides the client. Fees billed by Visionpoint Advisory Group likely consist of some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Visionpoint Advisory Group Brokerage Details
$663,766,900
31
2,060
$322,217
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
- Educational seminars/workshops
James Mars Work History
James has been registered as a financial advisor for 10 years.*
Purshe Kaplan Sterling Investments
Vision Point Advisory Group
Lpl Financial LLC
Lpl Financial LLC
Visionpoint Advisory Group
Securian Financial Services, Inc
Minnesota Life Insurance Company
*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 James Mars 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 Visionpoint Advisory Group
Dallas, TX
Dallas, TX
Dallas, TX
Dallas, TX
Dallas, TX
Belgrade, MT
Minneapolis, MN
Minneapolis, MN
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.
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.