Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Hurley has been in the financial services industry since 1993 and is a registered representative of Cetera Investment Advisers LLC. James has a diverse background in financial services and holds a number of licenses and certifications. James provides financial planning, portfolio management, and investment advisory services to individuals, businesses, and charitable organizations. James is committed to providing personalized financial advice and helping clients achieve their financial goals.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
A percentage of the total value of assets under management is charged.
1
2
OR
06/29/2023 - Present
Cetera Investment Advisers LLC (Medford OR)
OR
07/29/2016 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (Grants Pass OR)
OR
09/15/1999 - 08/09/2016
CETERA ADVISOR NETWORKS LLC (GRANTS PASS OR)
MA
12/16/1993 - 10/13/1999
SIGNATOR INVESTORS, INC. (BOSTON MA)
MA
12/16/1993 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
IA
Issued 6/30/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 2/15/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 4/5/2012
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/10/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/2/1999
Series 7 - General Securities Representative Examination
BC
Issued 12/15/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure James Hurley is the right advisor for you? Invested Better is here to help.
