Unclaimed
James Gordon Hyre has been in the financial services industry since March 9, 1994. James is a CERTIFIED FINANCIAL PLANNER™ professional and currently registered with Raymond James Financial Services Advisors, Inc. in Columbus, Ohio. James has a wide range of experience, having previously worked with McDonald Investments Inc., A. G. Edwards & Sons, Inc., AAG Securities, Inc., Securities America, Inc., and The Variable Annuity Marketing Company. James is also registered with the state of Texas. James's practice focuses on providing financial planning and investment management services for individuals, families, and businesses. He 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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
OH
06/05/2018 - Present
Raymond James Financial Services Advisors, Inc. (COLUMBUS OH)
OH
02/25/2000 - 02/04/2005
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
MO
07/03/1996 - 02/28/2000
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
OH
08/14/1995 - 07/15/1996
AAG SECURITIES, INC. (CINCINNATI OH)
NE
10/18/1994 - 07/25/1995
SECURITIES AMERICA, INC. (LAVISTA NE)
TX
02/07/1994 - 10/19/1994
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
IA
Issued 12/27/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/18/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/05/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/26/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/27/2001
Series 31 - Futures Managed Funds Examination
BC
Issued 07/26/1995
Series 7 - General Securities Representative Examination
BC
Issued 01/26/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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