James
Vasquez
Mutual Of Omaha Investor Services, Inc
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About this Advisor
James Vasquez is a financial advisor based in Midland, Texas, working with Mutual Of Omaha Investor Services, Inc. James has previously held positions at Mutual Of Omaha, Halliburton Energy Services, Chickfila, and was also a student. James has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Texas. Currently, James is part of Mutual Of Omaha Investor Services, Inc, which operates out of Midland, Texas. The firm has 91 offices and 285 employees. The firm manages assets totaling $15.5 million 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, and selection of other advisers. The fee structure at Mutual Of Omaha Investor Services, Inc includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Mutual Of Omaha Investor Services, Inc Brokerage Details
$15,498,267
285
74
$209,436
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
James Vasquez Work History
Mutual Of Omaha
Unemployed/Laid Off
Halliburton Energy Services
Chickfila
Student
Disclosures
Please visit the SEC profile of James Vasquez 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 Mutual Of Omaha Investor Services, Inc
Leawood, KS
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Harrisburg, PA
Phoenix, AZ
Englewood, CO
Omaha, NE
Miami, FL
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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