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Our financial advice team


James T Houston

James T Houston

CFP®

Financial Advisor

Houston & Associates
30
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Executive Compensation and Benefit Strategies
  • Estate Planning Strategies
  • Charitable Giving
  • Small Business

Awards & recognition

  • Ameriprise Circle of Success, 2009 - 2016

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner

Education

  • University of Florida, BS in Business Administration