James
Webb
Stirlingshire Investments
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About this Advisor
James Webb is a financial advisor based in Conroe, Texas, working with Stirlingshire Investments. James Webb has previously held positions at Dba J. P. Webb Advisory, Ims Financial Advisors, Inc, Ims Securities, Inc, Rhame & Gorrell Wealth Management, LLC, United Planners' Financial Services Of America A Limited Partner, James P. Webb, Symmetry Financial Group, James Patton Webb, Dialog-Direct, Mustard Seed Realtors, Gerson Lehrman Group, Red Door Realty & Associates, and Stirlingshire Investments. James Webb has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in New York and Texas. Currently, James Webb is part of Stirlingshire Investments, which operates out of Conroe, Texas. The firm has 22 offices and 29 employees. Stirlingshire Investments manages assets totaling $69.2 million and offers services including financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars. The fee structure at Stirlingshire Investments is asset-based.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Stirlingshire Investments Brokerage Details
$69,214,156
29
371
$186,561
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
James Webb Work History
Stirlingshire Investments
Red Door Realty & Associates
James Patton Webb
Gerson Lehrman Group
Mustard Seed Realtors
Symmetry Financial Group
Dialog-Direct
United Planners' Financial Services Of America A Limited Partner
Rhame & Gorrell Wealth Management, LLC
Ims Financial Advisors, Inc
Ims Securities, Inc
James P. Webb
Dba J. P. Webb Advisory
Disclosures
Please visit the SEC profile of James Webb 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 Stirlingshire Investments
The Woodlands, TX
New York, NY
Orlando, FL
Port Charlotte, FL
Wooster, OH
Orlando, FL
New York, NY
New York, NY
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