James Groh, MBA

Experience

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  Waddell & Reed

  Sept 2013 - Jan 2017

  Financial Advisor

  My goal is to develop a financial plan tailored specifically to your needs as part of Waddell & Reed, a company that has helped people just like you get where they want to go for more than 75 years. I hold the Series 7 and Series 66 securities registrations and a Texas Insurance License for Life, Disability, and Long-Term Care Insurance.

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  Riverside Securities

  Jan 2017 - Jun 2018

  Financial Professional

  Regardless of your stage in life, your income or your goals, you need a plan to help you accurately manage your finances. Short-term goals, long-term aspirations, daily expenses and insurance all come into play. How do you get it all under control? At Riverside Securities, I offer investments, insurance and comprehensive financial planning. Whether you have one simple need or would like an overall evaluation, I can help. Give me a call or message me through LinkedIn, so we can schedule your free consultation. I also offer seminars and workshops on many different financial planning topics. Show less

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  The Summit Group

  Jun 2018 - Jan 2020

  Financial Advisor

  Providing advice regarding investments, insurance, and financial planning. Interested in learning more? Let’s talk. Message me through LinkedIn or give me a call at 210-970-5871. I look forward to working with you. If you'd like to learn more about The Summit Group, check out http://thesummitgroupadvisors.com.