James
Pendleton
Fmp Wealth Advisers
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About this Advisor
James Pendleton is a financial advisor who works in Austin, Texas with a total of 3 years of industry experience. Pendleton currently works for Fmp Wealth Advisers. The advisor has gained experience at Fmp Wealth Advisers, First Financial Trust, Abilene Christian University and Vandergrift High School. Pendleton has a Series 65 license, certifying them as an investment advisor representative, and is approved to serve investors in Texas. Fmp Wealth Advisers is a business that has its headquarters in Austin, TX. The company has a total of 13 financial advisors. It administers $818 million in assets under management between its 2,727 accounts, placing it among the larger firms in the United States by assets under management. Of its 2,727 accounts, 41% are associated with high-net-worth clients who have at least $1 million in assets. The advisory firm has a broad array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients and selection of other advisers. Fees for financial management vary depending on which services are provided. Fees charged by Fmp Wealth Advisers most likely are comprised of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Fmp Wealth Advisers Brokerage Details
$817,664,000
13
2,727
$299,840
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
James Pendleton Work History
James has been registered as a financial advisor for 3 years.*
Fmp Wealth Advisers
First Financial Trust
Abilene Christian University
Vandergrift High School
*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 Pendleton 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 Fmp Wealth Advisers
Austin, TX
Austin, TX
Lake Charles, LA
Austin, TX
Austin, TX
Austin, TX
Austin, TX
Lake Charles, LA
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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