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James Aldendifer

44 Years of Experience
Plano, TX
Broker

James Aldendifer is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Plano, TX, with 44 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

2500 Dallas Parkway, Suite 560, Plano, TX, 75093

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
May 2013 - Present · 13 yrs
Previous Registrations
Morgan Stanley
June 2009 - June 2013 · 4 yrs
Morgan StanleyBroker
June 2009 - June 2013 · 4 yrs
Citigroup Global Markets INC.
August 1983 - June 2009 · 25 yrs 10 mos
Citigroup Global Markets INC.Broker
December 1981 - June 2009 · 27 yrs 6 mos
State Registrations8 states
AZCACOLANCNYTNTX
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.