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Paladin Research Report For:

James Enriquez

Strategic Insights Financial Planning Group

AAMS®MSTEACRPC®CFP®
3008 N McColl Rd, Suite A
McAllen, TX 78501
956-709-2029

About James Enriquez

James Enriquez is a dedicated Financial Advisor with 14 years of experience in the financial industry. Holding credentials such as a Master of Science in Taxation (MST), Enrolled Agent (EA), and Certified Financial Planner (CFP), James has built a career grounded in a desire to help people achieve their financial dreams. His favorite part of the job is witnessing the successful realization of a financial plan, seeing the tangible results of planning and strategic execution.

James' commitment to his role as a Financial Advisor is evident in the care and precision with which he approaches each client's unique situation.

See Disclosures

General Information

CRD#
  • 5847307
Firm CRD#
  • 6413
Name of Broker/Dealer
  • LPL FINANCIAL LLC
States Licensed in
  • TX
Work with the following types of clients
  • Businesses, Individual Investors, Non-Profit Organizations
Advisory Services Provided
  • Financial Planning for Businesses, Financial Planning for Individuals, Education Funding and Planning, Money Management, Wealth Management, Retirement Planning, Portfolio Management, Financial Planning, Investment Advice & Management, Financial Advice & Consulting

Qualifications & Membership

Certifications, Accreditations & Designations
  • CFP®, AAMS®, EA, CRPC®, MST
Securities Licenses
  • Series 66, Series 7

Compensation and Fees

Fee Structure
  • Fee-Based
Minimum Portfolio Size for New Managed Accounts
  • $250K+
Compensation Methods
  • Commissions, Flat Fee, Based on Assets, Hourly

Disclosures

PaladinRegistry.com provides referrals to financial professionals of LPL Financial, LLC (LPL). PaladinRegistry.com is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay PaladinRegistry.com cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.


LPL ADV 2A

https://www.lpl.com/content/dam/edam/format/disclosure/a58.pdf

Additional Detailed Disclosures

https://www.lpl.com/content/dam/edam/format/disclosure/wiseradvisor-lpl-detailed-disclosures.pdf

Disclaimer

Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC