Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Francis Hennelly is a registered Investment Advisor Representative in the state of Pennsylvania. James is currently employed by Arin Risk Advisors LLC in Conshohocken, PA. James is a highly experienced advisor, having previously worked for firms such as The Leaders Group, Inc. and Lincoln Financial Distributors, Inc. James's expertise includes financial planning, portfolio management for individuals, businesses, investment companies, and pooled investment vehicles.
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.
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.
Strategic management for diversified investment portfolios.
Sub-advisory services
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
PA
07/12/2018 - Present
Arin Risk Advisors LLC (CONSHOHOCKEN PA)
CO
01/14/2014 - 12/31/2015
THE LEADERS GROUP, INC. (LITTLETON CO)
PA
05/16/2007 - 10/28/2011
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
CT
09/07/1995 - 11/20/1998
PLANCO FINANCIAL SERVICES, INC. (HARTFORD CT)
IA
Issued 07/11/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/31/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/23/2010
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 12/31/2015
SIE - Securities Industry Essentials Examination
BC
Issued 05/15/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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