James Marsden Email & Phone Number
Financial Advisor | CFP®, CRPC®, AIF® @ Apeiron Planning Partners
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James Marsden Location
- Texas, United States
James Marsden Work
- 2010 -now Financial Advisor | CFP®, CRPC®, AIF® @
- 2008 -2010 Financial Advisor @
James Marsden Education
- Center for Fiduciary Studies
Accredited Investment Fiduciary®
2014-2015 - College for Financial Planning
Certified Financial Planner CFP®
2010-2011 - College for Financial Planning
Chartered Retirement Planning Counselor CRPC®
2009-2009 - University of North Texas
Finance (Bachelor of Business Administration in )
2006-2007 - Texas State University-San Marcos
Finance
2004-2006
James Marsden Skills
- Estate Planning
- Financial Advisory
- Charities
- Insurance
- Retirement Planning
- Financial Planning
- Sales
- Investments
- Finance
- Series 66
- Asset Allocation
- Investment Advisory
- Wealth Management
- Mutual Funds
- Uniform Combined State Law
- FINRA
- Charitable Giving
- Strategic Financial Planning
- Risk Management
- Certified Financial Planner
- Financial Analysis
- Wealth
- Budgets
- Wealth Preservation Strategies
- Project Management
- Retirement
- Series 7
- Securities
James Marsden Summary
- James Marsden, based in Texas, United States, is currently a Financial Advisor | CFP®, CRPC®, AIF® at Apeiron Planning Partners. James Marsden brings experience from previous roles at Ameriprise Financial. James Marsden holds a 2014 - 2015 Accredited Investment Fiduciary® @ Center for Fiduciary Studies. With a robust skill set that includes Estate Planning, Financial Advisory, Charities, Insurance, Retirement Planning and more. James Marsden has 2 emails and 1 mobile phone numbers on RocketReach.
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