Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
This advisor earns commissions from securities transactions through Private Client Services, LLC. These commissions may be higher or lower than those charged by other broker-dealers. Types of commissions include those earned from buying or selling equity securities, mutual fund 12b-1 commissions, mutual fund trail commissions, or direct product sponsor commissions.
Areas of Practice
Advisor Information
Office location
11101 Switzer Road, Suite 200, Overland Park, KS, 66210
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
James works full-time as a financial advisor for both OneDigital and The Pinnacle Planning Group, LLC. He also serves as treasurer for New Community Outreach, is a board member for For Equal Opportunities, and provides life and disability insurance advice, dedicating a few hours per week to each of these roles.