JW
James Webber
from Whalerock Point Partners, LLC
James Webber is a financial advisor based in Rhode Island, Providence,
with 34 years of experience. James currently works for
Whalerock Point Partners, 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
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James Webber works at Whalerock Point Partners, LLC
Whalerock Point Partners, LLC is a financial advisory firm based in Providence, Rhode Island. It currently has approximately $601,949,402 of assets under management and employs about 8 people. Whalerock Point Partners, LLC uses a fee structure of a percentage of assets under your management, fixed fees and consulting fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
1 years
Fee structure
A percentage of assets under your management, fixed fees and consulting fees
Office location
One Turks Head Place, Suite 1400, Providence, Rhode Island, 2903
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