Duncan Financial Planning Advisors
44yrs
Top advisor by experience in Richardson
7yrs
Based in Richardson, Texas, James LaBrecque is a fiduciary financial advisor with 7 years of industry experience. James has been with Kestra Advisory Services since 2025; before that, James spent five years at Avantax Advisory Services. James holds the CFP® designation.
One of 196 advisors with offices in Richardson, and one of 170 fiduciaries.
At a glance
Experience7 years (since 2019)
How that compares ?7 years in the industry
Office2600 N Central Expressway #750, Richardson, TX 75080
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$618,892
Advisors at the firm1,452
States licensed ?1 state
Services through Kestra Advisory Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Mar 2025 – nowKestra Advisory Services, LLCCurrent firm
- 2019 – 2025Avantax Advisory ServicesPreviously
Questions to ask James
Tailored to James’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- 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 Kestra Advisory Services at (844) 553-7872 and ask for James LaBrecque. James works from the Richardson, TX office.
How long has James been a financial advisor?
James has been in the industry since 2019, about 7 years. 7 years in the industry.
What licenses does James hold?
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?
Kestra Advisory Services reports being paid by a percentage of the assets they manage, hourly fees, 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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