James Guilbeaux is a registered investment advisor at Wells Fargo Advisors, based in Lake Charles, LA, with 20 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
805 West Bayou Pines Dr, Lake Charles, LA, 70601
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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James is a musician, owner of Stevens & Guilbeaux Financial Consulting Group LLC (27% ownership), James Guilbeaux Jr, LLC (100% ownership, nearly full-time), trustee for Stevens & Guilbeaux Financial Consulting 401k, authorized signer for Eric Trammell Stevens LLC (full-time), co-owner of Guilbeaux Family Investments LLC, and co-owner of The Chuck Stop LLC food truck park.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Edward Jones
Edward JonesBroker
State Registrations20 states
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