JamesClaiborne- Financial Advisor Overland Park, KS

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About James Claiborne

Financial Partners Group is an Independent Comprehensive fee-based Wealth Management Firm located in Overland Park, KS, dial (913) 948-9489 for James Claiborne, Owner/Financial Advisor for a complementary portfolio review by our financial expert, James Claiborne CFS, ChFC.

Whether you are seeking individual or corporate asset management, our Financial planning team has the experience and expertise to provide the objective advice needed to achieve your financial goals. Our investment advisory services include portfolio management, fee-based planning, estate, business, tax planning and investment management.

Are you worrying that you will have all of the retirement income necessary to support you and your spouse in your final years? Our retirement planners will work closely with you to formulate a program of financial stability. Specializing in private wealth clients, we offer proven estate management strategies that can help obtain financial freedom for you and your family.

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General Information

Firm Start Year

1990

No. of Employees

10-19

CRD#

2074636

Firm CRD#

288644

Name of Broker/Dealer

Mutual Securities

States Licensed in

KS, MO

Years of Experience in Financial Services

Number of Years with Current Firm

Work with the following types of clients

Businesses, Individual Investors, Non-Profit Organizations

Advisory Services Provided

Financial Planning for Businesses, Financial Planning for Individuals, Retirement Planning, Wealth Management, Education Funding and Planning

Compliance

Registered Investment Advisor

Registered Representative

Investment Advisor Representative

Qualifications & Membership

Certifications, Accreditations & Designations

CLU^®, CFS, ChFC^®

Securities Licenses

Series 24, Series 7, Series 6, Series 63

Insurance and Annuity Licenses

Life, Variable Annuity, Long Term Care, Variable Life, Health, Disability, Annuity

Financial Organization Memberships

Society of Financial Services Professionals, Financial Services Institute

Firm Information

Assets Managed by Firm

150,000,000

Advisor's Number of Clients

Assets Managed by Advisor

115,000,000

Compensation and Fees

Fee Structure

Fee-Based

Compensation Methods

Commissions, Hourly, Based on Assets, Flat Fee

Disclosures

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Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1794368/paladinregistry-Financial-Partners-Group-detailed-disclosure.html

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Paladin Research Report For:

James Claiborne

Financial Partners Group