Robert James Email & Phone Number
Senior Vice President, Advisor Support @ GradePoint Financial / 15 Wealth
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Robert James Location
- Houston, TX, US
Robert James Work
- 2025 -now Senior Vice President, Advisor Support @
- 2020 -2025 Associate Vice President, Product Manager Financial Planning Services and Programs @
- 2019 -2020 Director, Financial Planning and Education Center @
- 2017 -2019 Manager, Financial Planning and Education Center @
- 2013 -2016 Senior Financial Planning Consultant @
- 2011 -2013 Financial Planning Consultant @
- 2010 -2011 Investment Advisor Representative @
- 1998 -2010 Quality Assurance Senior Analyst @
Robert James Education
- The American College
Chartered Advisor for Senior Living® (CASL)
- The American College
Chartered Financial Consultant® (ChFC)
- LeTourneau University
MBA (Finance)
- University of Houston
BA (Journalism)
Robert James Summary
- Robert James, based in Houston, TX, US, is currently a Senior Vice President, Advisor Support at 15 Wealth (formerly GradePoint Financial). Robert James brings experience from previous roles at Corebridge Financial. Robert James holds a Chartered Advisor for Senior Living® in CASL @ The American College. Robert James has 2 emails and 2 mobile phone numbers on RocketReach.
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