James Myatt
James Myatt is a registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in Waco, TX, with 44 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 222,322 clients with $170B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Clients in the Vision Program pay an annual fee of up to 1.2% of the value of their account. This fee covers account reporting, investment advisory services, compensation to the Financial Advisor, and Pontera. The fee is negotiable. This fee does not include embedded fees and expenses associated with the investment options within the plan.
Location
1200 West Highway 6, Suite 3, Waco, TX, 76712
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 1999Other Business Activities
James is involved in several outside business activities. He is an owner/managing partner of Philnick Properties, a family farming business, a board member and treasurer for WISD Education Foundation, and a manager for Steve Myatt LLC, which purchases raw land.
Employment History
Current Registrations
Stifel, Nicolaus & Company, IncorporatedBroker
Stifel, Nicolaus & Company, Incorporated
Previous Registrations
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
UBS Financial Services INC.Broker
UBS Financial Services INC.
Rotan Mosle INC.Broker
Painewebber IncorporatedBroker
Shearson Lehman Hutton INC.Broker
E. F. Hutton & Company INCBroker
State Registrations15 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.