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Lemuel Mayberry

Advisor at Lemuel James Financial

Updated today
Lemuel James Financial logo

Firm

Lemuel James Financial

Location

San Antonio, TX

Credentials

Series 63, Series 65

Industry experience

16 years

About

Lemuel Mayberry is the sole advisor at Lemuel James Financial in San Antonio, TX, holding Series 63 and Series 65 licenses with 16 years of industry experience. He has managed his independent advisory firm since 2009. Lemuel James Financial provides fee-based investment advisory and financial planning services to individuals and institutional clients, including pension and profit-sharing plans, trusts, and corporate entities. The firm employs a tactical allocation approach using fundamental and cyclical analysis to manage discretionary portfolios and offers specialized pension consulting and qualified retirement-plan services.

Client services

Based on Lemuel James Financial

Financial planning Portfolio management Pension consulting

Expertise

Based on Lemuel James Financial

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy General tax planning

Fee options

Percentage

1.50% annually

Project-based

$150 per hour, negotiable

Other

Account minimum: $100,000

Location

San Antonio, TX

Most active in

Texas

Work history

Lemuel James Financial

2009 - Present (17 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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John N

Series 63

San Antonio, TX

The Legacy Collaborative, Inc.

Business succession planning Charitable giving & philanthropy Wealth management Founder/Business Owner

Tess D

CFP®

San Antonio, TX

Complete View Financial LLC

Hello, I'm Tess Downing. I am the founder and lead financial advisor of Complete View Financial LLC, a fee-only financial planning firm serving individuals and families who are either retired or nearing retirement. We are retirement-focused and specialize in planning and collaborating with retirees to make the most of their financial journey. We want to partner with you in your journey by helping you set financial goals and empowering you with the financial knowledge you need for success through transparent and honest guidance. Our mission is to provide clients with peace of mind regarding their financial picture so they are able to focus on the things that matter most to them. Since our inception, we have spent numerous hours collaborating with those preparing for retirement and current retirees to better understand the true concerns, aspirations, and desires that lie ahead for late adulthood. I have been named to the Investment News list of “40 Under 40” which features the best professionals among the financial advice industry’s up-and-comers. I have also been repeatedly recognized in Northern Virginia Magazine’s list of Top Financial Advisors. I earned my Master of Business Administration degree from Texas Tech University. I also graduated magna cum laude with a Bachelor of Science in Personal Financial Planning from TTU. Before founding Complete View Financial, I worked in the fee-only financial planning and investment management industry with highly reputable firms on the East Coast. On a personal note, when I am not working with clients, I am with my family, my husband and two daughters. We have our hands full and typically have busy weekends with swim parties, ballet, family visits, and movie nights. We love to travel and are now hoping to pass on that passion to our children. When I do manage to escape for a night, I enjoy trying the best new restaurants which then necessitates being a body pump fanatic at my local gym.

Passive / index investing Established Professionals Baby Boomers (Born 1946-1964)
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Kyle M

CFP®, Series 66

San Antonio, TX

Kapela

Passive / index investing Active portfolio management
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Zachary W

Series 65

San Antonio, TX

Oakridge Financial Planning LLC

General retirement planning Income planning Cash flow / budgeting Debt management College savings (529s, UTMA, etc.)
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Bryce C

Series 65

San Antonio, TX

Bentwood Investment Advisory

Options & derivatives strategies Real estate investing Founder/Business Owner
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Michael W

Series 65

San Antonio, TX

Kehlet Capital Management, LLC

Concentrated stock management
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