James Riefe, AAMS®, CIMA®, CWS®

VP - Financial Consultant

+1 972-788-7837

Financial credentials

  • Accredited Asset Management Specialist℠
  • Certified Investment Management Analyst®
  • Certified Wealth Strategist®
  • Series 7, 9, 10, 63, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

23 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2009-present
  • AVP - Financial Advisor, Raymond James & Associates, 2008-2009
  • Financial Consultant, Hilliard Lyons, 2004-2008
  • Sales Assistant, Hilliard Lyons, 2001-2004

Education

  • CIMA Designation: IMCA and The Wharton Business School, February 2009
  • CWS Designation: Cannon Financial Institute, October 2019
  • AAMS Designation: College for Financial Planning, August 2005

Personal interests and affiliations

  • Member of Investment Management Consultants Association
  • Saddle Creek Home Owner's Association, Treasurer, 2019 - 2021

Standard mailing address:

Charles Schwab & Co, Inc
El paso Operation Center
P.O. Box 982600
El Paso, TX 79998

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