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James Daniel Recer

TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES, INC.·DALLAS, Texas
SIE, Series 7, Series 63Clean recordTEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES, INC.
2000 MCKINNEY AVENUE, DALLAS, TX 75201CRD# 3163499Firm CRD# 298422

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
James Daniel Recer · DALLAS, TX
Registration
CRD #3163499 · TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES, INC.
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES, INC.
CRD 298422 · SEC 801-114364
AUM
$3.4B
Regulatory assets under management
Employees
97
1,868 client accounts
Services offered by TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Portfolio management (pooled investments)
Selection of other advisers
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
Institutional Investors
High Net Worth Individuals
View all advisors at TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES, INC. →
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Frequently Asked Questions

What services does James Daniel Recer offer?
James Daniel Recer specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in DALLAS, Texas for a consultation.
What are James Daniel Recer's credentials?
James Daniel Recer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Daniel Recer located?
James Daniel Recer is based in DALLAS, Texas, working with TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES, INC.. Their office serves clients in the DALLAS metropolitan area and surrounding communities.
How does James Daniel Recer charge for services?
James Daniel Recer's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES, INC.?
TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES, INC. has approximately 97 employees and manages $3.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES, INC.

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David H Lucas
DALLAS, TX
James Steven Orr
DALLAS, TX
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John W Cummings
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John Christopher Sarvadi
DALLAS, TX

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Research
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