James Webster
James Webster is a registered investment advisor at First Financial Services, based in Hauppauge, NY, with 28 years of industry experience. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning, and 1 more.
Compensation
Firm Size
IM Fee
Fee Structure
- Financial Plan - Fees typically range from $250 to $1000, depending on the specific arrangement reached with the client.
- Hourly Consulting - $150 to $250 per hour for financial planning or consulting services.
Location
38 Kings Highway, Hauppauge, NY, 11788
Get directionsHistory
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 is a registered representative with First Financial Services, dedicating minimal time. He is also an insurance agent selling life, health, and disability insurance, spending a few hours per week, and the president/tax preparer for Mid Island Tax, Inc., taking nearly full-time.
Employment History
Current Registrations
First Financial Services
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
National Planning CorporationBroker
Walnut Street Securities, INC.Broker
Nathan & Lewis Securities, INC.Broker
State Registrations16 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.