James Tindall

Shamrock, TX

Verified Identity

Managing Partner at

ECHELON INVESTMENT MANAGEMENT

Years of Experience

40 years

Number of Clients

Average Client Size

$1,500,000

Member Since

2025

Allow Me to Introduce Myself

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.

Clientele

Retirees

Business Owners

Doctors

Divorcees

High Net Worth Individuals

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Services Provided

Investment Management

Retirement Planning

Financial Planning

Investment Planning

Specialties and Expertise

Portfolio Construction

Retirement Income

Wealth Accumulation ...

Business Continuity Planning

High Net Worth Planning

Credentials and Designations

MBA

Master of Business Administration

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Series 66

Series 66 - Uniform Combined State Law Exam

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Pricing Models

AUM

Education

Texas Christian University

Ranch Management Program

Obtained in 1977

Advisor Links

Advisor Website

Disclosures and Proof of License

SEC Profile

Advisor Disclosure

Advisory services offered through Integrated Advisors Network, LLC

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