James Wigen
James Wigen is a registered investment advisor at Independent Financial Partners, based in Dallas, TX, with 25 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Real Estate Investing. Their firm serves 45,782 clients with $13B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IFP Advisors provides discretionary investment management services for ancillary accounts established in connection with direct real estate investments. These accounts are used for holding working capital or managing excess cash. Investments are limited to liquid, conservative instruments. The fees for these services are included in the real estate advisory fees.
Location
5956 Sherry Lane, Suite 2200, Dallas, TX, 75225
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
James teaches a non-credit financial course at Southern Methodist University and owns Independent Financial Management, LLC. He also owns a fixed insurance business, provides notary services, serves as a FINRA arbitrator, and acts as a wealth manager for United Texas Credit Union members.
Employment History
Current Registrations
Independent Financial Partners
Previous Registrations
Whi Financial Services, LLC
Texans Wealth Advisors
Wachovia Securities, LLC
Prudential Securities Incorporated
State Registrations1 state
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