James
Ratliff
Ria Advisors
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About this Advisor
James Ratliff is a financial advisor based in Houston, Texas, working with Ria Advisors. James has previously held positions at J.P. Morgan Securities LLC, Clarity Financial, LLC, Ria Wealth Advisors, LLC, and Ria Advisors. James has passed the Series 66 regulatory exam and is registered to provide services in Texas. Currently, James is part of Ria Advisors, which operates out of Houston, Texas. The firm has 1 office and 14 employees. The firm manages assets totaling $1.2 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, publication of newsletters, and educational seminars. The fee structure at Ria Advisors includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Ria Advisors Brokerage Details
$1,239,415,376
14
3,166
$391,477
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Publication of periodicals or newsletters
- Educational seminars/workshops
James Ratliff Work History
Ria Wealth Advisors, LLC
Clarity Financial, LLC
Ria Advisors
J.P. Morgan Securities LLC
Disclosures
Please visit the SEC profile of James Ratliff 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 Ria Advisors
Houston, TX
Houston, TX
Houston, TX
Houston, TX
Houston, TX
Houston, TX
Houston, TX
Houston, TX
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