Featured Business Financial Advisor in Overland Park, KS
Overland Park Financial Advisors
Financial Partners Group
9990 College Blvd., Suite 102
Overland Park, KS 66210
(913) 948-9489
“Secure your future”
Advisor Profile
James Claiborne, CFS, ChFC
Name:  James Claiborne, CFS, ChFC
Phone Number:  (913) 948-9489
Website:  Visit Website

About Financial Partners Group

Financial Partners Group is an Independent Comprehensive fee-
based Wealth Management Firm located in Overland Park, KS,
dial (913) 948-9489 for James Claiborne, Owner/Financial
Advisor for a complementary portfolio review by our financial
expert, James Claiborne CFS, ChFC.

Whether you are seeking individual or corporate asset
management, our Financial planning team has the experience and
expertise to provide the objective advice needed to achieve
your financial goals. Our investment advisory services
include portfolio management, fee-based planning, estate,
business, tax planning and investment management.

Are you worrying that you will have all of the retirement
income necessary to support you and your spouse in your final
years? Our retirement planners will work closely with you to
formulate a program of financial stability. Specializing in
private wealth clients, we offer proven estate management
strategies that can help obtain financial freedom for you and
your family.
 

General Information

Gender:    Male
CRD#:    2074636
Firm CRD#:    39543
Name of Broker/Dealer:    Cambridge Investment Research
States Licensed in:    KS, MO
States Willing to do Business in:    Basehor,Belton,Blue Springs,Bonner Springs,Bucyrus,Clearview City,Cleveland,De Soto,Edgerton,Eudora,Freeman,Gardner,Grandview,Greenwood,Independence,Kansas City,Lansing,Leawood,Lees Summit,Lenexa,Linwood,Louisburg,Mission,Olathe,Overland Park,Peculiar,Prairie Village,Raymore,Riverside,Shawnee,Spring Hill,Stilwell,Tonganoxie
Years of Experience in Financial Services:    25
Number of Years with Current Firm:    15
I work with the following types of clients:    Businesses, Non-Profit Organizations, Individual Investors
 

Education

Academic Background
 
BS, Finance - Central Missouri State University
 

Services

Investment Types:    Stocks, Annuities, Exchange Traded Funds (ETFs), Alternative Investments, Bonds, Mutual Funds, Options & Futures
 

Qualifications & Memberships

Certifications, Accreditations & Designations:    Certified Fund Specialist (CFS), Chartered Life Underwriter (CLU®), Chartered Financial Consultant (ChFC®)
Securities Licenses:    Series 6, Series 7, Series 24, Series 63
Insurance and Annuity Licenses:    Annuity, Health, Long Term Care, Variable Annuity, Disability, Variable Life, Life
Financial Organization Memberships:    Financial Services Institute, Paladin Registry, Society of Financial Services Professionals
 

Firm Information

Assets Managed by Firm:    150000000
Advisor's Number of Clients:    160
Assets Managed by Advisor:    115000000
 

Compliance

Registered Investment Advisor:    Yes
Registered Representative:    Yes
Investment Advisor Representative:    Yes
Compliance Disclosures in Last 5 years:    I have a clean record
Criminal Disclosures in Last 5 years:    I have a clean record
 

Compensation & Fees

Fee Structure:    I am a fee-based financial professional
Minimum Portfolio Size for New Managed Accounts:    $100,000
Compensation Methods:    Commissions, Flat Fee, Hourly, Based on Assets
 
 
 
Prepared By: James Claiborne, CFS, ChFC
 
 
Yellow Pages - RothIra.org © 2017 | Privacy Policy | Terms Of Use | Help | Contact | Advertise | Affiliate Program | Link To Us | Site Map
All Rights Reserved