Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Hunt is a financial advisor with over 30 years of experience in the industry. James is currently registered with Cambridge Investment Research Advisors, Inc. James has a strong background in providing financial advice to individuals, families, and businesses. James is committed to helping clients reach their financial goals. James's previous experience includes working at LPL Financial LLC, Purshe Kaplan Sterling Investments, and Northwestern Mutual Investment Services, LLC. James holds Series 7, 6, 63, and 65 licenses.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
NJ
02/04/2025 - Present
Cambridge Investment Research Advisors, Inc. (Bridgewater NJ)
NJ
05/02/2016 - 12/31/2018
PURSHE KAPLAN STERLING INVESTMENTS (Bridgewater NJ)
NJ
03/14/2011 - 05/02/2016
LPL FINANCIAL LLC (BRIDGEWATER NJ)
NJ
09/07/2001 - 03/14/2011
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (SUMMIT NJ)
WI
09/07/2001 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
NA
05/22/1992 - 05/03/1994
ROYAL ALLIANCE ASSOCIATES, INC.
NA
07/13/1989 - 06/08/1992
NEW ENGLAND SECURITIES
NA
05/04/1988 - 07/20/1989
ANCHOR NATIONAL FINANCIAL SERVICES, INC.
NA
09/04/1987 - 04/09/1988
CHRISTOPHER WEIL & COMPANY, INC
NA
07/16/1985 - 11/30/1987
PHOENIX EQUITY PLANNING CORPORATION
BC
Issued 10/24/2001
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/02/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/06/2001
Series 7 - General Securities Representative Examination
BC
Issued 12/24/1986
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 07/15/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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