UBS Financial Services
47yrs
Top advisor by experience at UBS Financial Services
26yrs
James Sullivan has worked in the financial industry for 26 years and is a fiduciary financial advisor based in Dallas, Texas. After two years at Fidelity Personal Trust Company, FSB and 13 years at Strategic Advisers, James joined Beaird Harris in 2017, a firm offering financial planning, investment management, and retirement plan consulting. James’s designations include CFA and CFP®.
One of 3926 advisors with offices in Dallas, and one of 3530 fiduciaries.
At a glance
Experience26 years (since 2000)
How that compares ?Top 23% by experience in Texas
Office5005 Lyndon B Johnson Freeway Suite 1700, Dallas, TX 75244
FirmBeaird Harris
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$2.75 million
Advisors at the firm18
States licensed ?1 state
Services through Beaird Harris
Financial planningInvestment management for individuals and small businessesRetirement plan consulting
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFACFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2017 – nowBeaird HarrisCurrent firm
- 2005 – 2007Fidelity Personal Trust Company, FSBPreviously
- 2004 – 2017Strategic Advisers LLCPreviously
Contact James
(972) 503-1040Beaird Harris main office 5005 Lyndon B Johnson Freeway Suite 1700Dallas, TX 75244Office · Get directions X (Twitter) pageBeaird Harris
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Questions to ask James
Tailored to James’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About James
How do I contact James?
Call Beaird Harris at (972) 503-1040 and ask for James Sullivan. James works from the Dallas, TX office.
How long has James been a financial advisor?
James has been in the industry since 2000, about 26 years. Top 23% by experience in Texas.
What licenses does James hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is James a fiduciary?
James is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is James paid?
Beaird Harris reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask James for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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