James
Marsden
Apeiron
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About this Advisor
James Marsden is a certified financial planner operating out of Dallas, Texas, with 6 years of relevant experience. Marsden is an employee of Apeiron. Throughout their career, Marsden has worked at Wfg Investments Inc and Atlas Wealth Advisors LLC. Marsden holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to operate in Texas. Apeiron is a registered investment business operating out of Dallas, TX. It has offices in two locations and a total of 14 employees. It handles $643 million in assets between its 2,296 customer accounts, placing it among the bigger investment advisory firms in the country by assets under management. Of its 2,296 customer accounts, 19% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. The company offers a diverse array of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees charged by financial advisors typically vary depending on which services the firm provides the client. Fee types billed by Apeiron most likely are comprised of any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Apeiron Brokerage Details
$643,000,000
14
2,296
$280,052
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
James Marsden Work History
James has been registered as a financial advisor for 6 years.*
Atlas Wealth Advisors LLC
Wfg Investments Inc
*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 Marsden 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 Apeiron
Dallas, TX
Dallas, TX
Dallas, TX
Dallas, TX
Dallas, TX
Dallas, TX
Dallas, TX
Dallas, TX
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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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.
