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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Barrett Hindes is a financial advisor with Xena Financial Planning, LLC. James is a Certified Financial Planner and has been a Registered Investment Advisor since 2019. James has been in the financial services industry since 2013. James holds the Series 65 license. James specializes in financial planning, portfolio management for individuals, and educational seminars.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
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11/19/2024 - Present
Xena Financial Planning, LLC (PORTLAND OR)
IA
Issued 10/07/2018
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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