James Carlton

from Carlton, Hofferkamp And Jenks Wealth Management, LLC
SEC regulated
Regulated Investment Advisor
James Carlton is a financial advisor based in Texas, The Woodlands, with 30 years of experience. James currently works for Carlton, Hofferkamp And Jenks Wealth Management, LLC. James maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
This advisor does not appear to be registered with Unbiased
Therefore we cannot match you to their services. Please complete our convenient online form to find a tailored advisor perfectly suited to your needs.
James Carlton works at Carlton, Hofferkamp And Jenks Wealth Management, LLC
Carlton, Hofferkamp And Jenks Wealth Management, LLC is a financial advisory firm based in The Woodlands, Texas. It currently has approximately $458,748,878 of assets under management and employs about 5 people. Carlton, Hofferkamp And Jenks Wealth Management, LLC uses a fee structure of and a percentage of assets under your management.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
7 years
Fee structure
and a percentage of assets under your management
Office location
10200 Grogan's Mill Road, Suite 340, The Woodlands, Texas, 77380

Advisor can help with

Disclaimer
Unbiased has produced the advisor details above from publicly available data and cannot guarantee the accuracy of this information. The content has been produced independently, and the named advisor has not reviewed the information. Unbiased has also not been compensated for producing this information. If you wish to remove this information, please contact [email protected].

Find your perfect
advisor

Complete our easy online form
Get matched with a financial advisor
Schedule your free first meeting