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James Herbert Hundley

IC Advisory Services, Inc.

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About James Herbert Hundley

James Hundley is a financial advisor at IC Advisory Services, Inc. James has been in the financial services industry since August 1994 and is registered with the state of New Jersey, New York, and Florida. James is a Certified Public Accountant, and has a Personal Financial Specialist designation. James is also registered with FINRA and has passed the Series 6, 7, and SIE exams. James also has a license to sell insurance. James can help with financial planning, portfolio management for individuals and businesses, and selection of other advisors.

Firm Information

James Hundley is currently registered with IC Advisory Services, Inc.. IC Advisory Services, Inc. is an investment advisory firm headquartered in Bedminster, NJ. The firm manages over $2.14 billion in assets for individuals, corporations, charitable organizations, and pension plans. They offer a variety of services, including financial planning, pension consulting, and portfolio management.
IC Advisory Services, Inc.

1420 ROUTE 206 NORTH

BEDMINSTER, NJ 07921

$2.14B

Assets Under Management

290

Total Clients

195

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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James Hundley’s Registration & Firm History

NJ

04/13/2021 - Present

IC Advisory Services, Inc. (STANHOPE NJ)

NJ

02/03/1997 - 04/03/2018

HD VEST INVESTMENT SERVICES (Mount Olive NJ)

NJ

08/31/1994 - 02/12/1997

TFS SECURITIES, INC. (LINCROFT NJ)

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Licenses & Designations

BC

Issued 04/14/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/26/2001

Series 7 - General Securities Representative Examination

BC

Issued 08/29/1994

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There is public disclosure for James Herbert Hundley. Review regulatory record here.
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