James Tindall

    Managing Partner

    Echelon Investment Management
    Shamrock, TexasNo minimum minimum

    About James

    I am a graduate of The Ranch Management Program at TCU, have a Bachelor’s Degree in Business with a major in Finance from Texas Tech, a Master of Business Administration degree from Texas Tech with education at a graduate level in the usual MBA curriculum plus courses in asset management and advance... One thing I want my clients to know about me is... Echelon Investment Management is a Texas-based private wealth management firm that provides fee-based, customized client investment counsel.

    Areas of focus

    Credentials & background

    Licenses

    Series 66

    Education

    Ranch Management Program Texas Christian University (1977)

    Clients served

    RetireesBusiness OwnersDoctorsDivorceesHigh Net Worth Individuals

    The firm

    Echelon Investment Management