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James Tolbert Location
Houston, TX, US
James Tolbert Work
2016 -now Sr. Wealth Advisor @
2010 -now Sr. Investment Executive @
2004 -2010 Senior Investment Executive @
1994 -2004 Executive Financial Advisor @
1981 -1994 Senior Investment Advisor @
James Tolbert Education
Oklahoma State University
Bachelor’s Degree (Finance)
1976-1980
James Tolbert Skills
Portfolio Management
Equities
Wealth Management
Asset Management
Finance
Financial Services
Mutual Funds
Fixed Income
Financial Analysis
Securities
Banking
Investments
James Tolbert Summary
James Tolbert, based in Houston, TX, US, is currently a Sr. Investment Executive at National Securities Corporation. James Tolbert brings experience from previous roles at B. Riley Wealth Management, RBC Capital Markets, UBS and Prudential Capital Group. James Tolbert holds a 1976 - 1980 Bachelor’s Degree in Finance @ Oklahoma State University. With a robust skill set that includes Portfolio Management, Equities, Wealth Management, Asset Management, Finance and more. James Tolbert has 3 emails and 1 mobile phone numbers on RocketReach.
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