James
Shafer
Momentum Independent Network Inc
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About this Advisor
James Shafer is a financial advisor based in Dallas, Texas, working with Momentum Independent Network Inc. James has previously held a position at Sws Financial Services. James has passed the Series 66 regulatory exam and is registered to provide services in Arkansas, Louisiana, New Mexico, Oklahoma, and Texas. Currently, James is part of Momentum Independent Network Inc, which operates out of Dallas, Texas. The firm has 93 offices and 139 employees. The firm manages assets totaling $1.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Momentum Independent Network Inc includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Momentum Independent Network Inc Brokerage Details
$1,117,141,327
139
3,528
$316,650
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
James Shafer Work History
Sws Financial Services
Disclosures
Please visit the SEC profile of James Shafer 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 Momentum Independent Network Inc
Dallas, TX
Dallas, TX
Hilton Head Island, SC
Dallas, TX
Sherman, TX
Dallas, TX
Dallas, TX
Coppell, TX
The content in this profile was updated by SmartAsset on 6/19/2024. 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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