James Biller

Biography

As a Wedbush Independent Financial Advisor, I am dedicated to serving my clients and the community. I believe my clients come first and work to help work toward their financial goals. With many years of experience in the securities industry, I am committed to using my experience and knowledge to educate clients to help them make informed investment decisions.

My main focus is retirement planning for retail and business clients. Each portfolio is unique to clients needs. I am a firm believer in that your portfolio should generate an income stream and work for you.

Contact me for a complimentary portfolio review or to learn more about creating a plan to grow your financial success.

Background

• Over 15 years of experience in the Securities Business
• St. Baldrick’s Foundation participant since 2010
• Youth soccer and baseball coach for my son and daughter
• Lives in Sacramento, with wife and two kids
• Favorite hobbies include fishing, abalone diving, and hunting

 

Recognized by the firm as a member of the prestigious President's Club for his outstanding contributions.

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Wedbush Next

Wedbush NEXT is a mobile application designed to give clients more flexibility in how to track, manage, and help grow their finances.

With Wedbush NEXT clients can:

• Open a Wedbush NEXT spend account
• Set and manage savings goals
• Access curated automated investing portfolios

To get started, use your mobile phone to scan the QR Code below. If you're already on your phone, just tap the Code!

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