Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Edwin Hall is a financial advisor with over 30 years of experience in the financial services industry. James has held positions at several prominent firms, including American Express Financial Advisors Inc., Linsco/Private Ledger Corp., American General Securities Incorporated, and Centaurus Financial, Inc. Currently, James is associated with Affinity Wealth Management LLC, a Registered Investment Advisor firm located in Wilmington, Delaware. James is a Certified Financial Planner and has held Series 7, 24, 63, and 65 licenses. James specializes in providing financial planning and portfolio management services to individuals, high-net-worth individuals, families, and small businesses. James has over 699 million dollars in assets under management at Affinity Wealth Management LLC.
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.
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.
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2
DE
02/09/2018 - Present
Affinity Wealth Management LLC (WILMINGTON DE)
GA
11/30/2017 - 07/13/2020
MERCAP SECURITIES, LLC (ATLANTA GA)
DE
10/04/2013 - 11/30/2017
COASTAL EQUITIES, INC. (WILMINGTON DE)
DE
08/09/2004 - 10/03/2013
CENTAURUS FINANCIAL, INC. (WILMINGTON DE)
AZ
04/02/2003 - 08/11/2004
AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)
SC
08/04/1997 - 04/15/2003
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
MN
11/25/1987 - 08/18/1997
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
IA
Issued 12/10/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/09/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/06/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/1987
Series 7 - General Securities Representative Examination
Active
Inactive
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