Advisor at Diligent Investors, LLC
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Firm
Diligent Investors, LLC
Location
Redlands, CA 92374
Credentials
Series 66
Industry experience
24 years
James Wilson is a financial advisor with Diligent Investors, LLC in Redlands, California, holding a Series 66 designation and 24 years of industry experience. He has worked at M.S. Howells & Co. and Diligent Investors since 2016. Outside of his advisory role, Wilson advises clients on fixed annuities through Southwest Annuities Marketing. Diligent Investors, LLC provides investment advisory and financial planning services to individuals, trusts, retirement plans, and business entities. The firm employs fundamental analysis and proprietary asset-allocation models to tailor portfolios based on client risk tolerance and time horizons, managing discretionary portfolios and sponsoring a wrap fee program.
Based on Diligent Investors, LLC
Based on Diligent Investors, LLC
Flat fees up to $5,000 for Financial Planning & Consulting services
Up to $250 per hour for Financial Planning & Consulting services
Fee-only: Hourly fee up to $250/hour; Flat fees up to $5,000 for Financial Planning & Consulting
1447 Ford Street, Suite 200
Redlands, CA 92374
California
M.S. Howells & Co.
2016 - Present (10 years)
Diligent Investors LLC
2016 - Present (10 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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