Brian James

Role
Financial Advisor at Credent Wealth Management
Location
Portage, MI, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Brian James

I Believe Financial Freedom Changes Lives

Experience

  1. Financial Advisor

    Credent Wealth Management

    Feb 2018 — Present · Portage, MI, US

    CX Institutional, doing business as Credent Wealth Management, offers a multiple strategy platform that operates on three main pillars aimed at objectivity, strategy diversification, and on-going education. By employing a non-emotional and quantitative process, our platform provides a global approach to asset selection and remains sensitive to the total cost of investing.\\\\n\\\\nFor important disclosure information regarding services offered through Credent Wealth Management, please visit \\\\n\\\\n \\\\n \\\\n\\\\n \\\\n

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Brian James — Financial Advisor at Credent Wealth Management in Portage, MI, US | Unifers