Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Hunter Flack is a financial advisor with over 20 years of experience in the financial services industry. James is registered with Kestra Advisory Services, LLC and Kestra Investment Services, LLC. James provides financial planning, wealth management, and retirement planning services to individuals and families. James has a broad range of experience in the financial services industry, including working with ProEquities, Inc., Frank Chappelle & Co., Inc., and Prudential Securities Incorporated.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
TX
07/27/2023 - Present
Kestra Advisory Services, LLC (AUSTIN TX)
AL
01/02/2004 - 04/14/2020
PROEQUITIES, INC. (BIRMINGHAM AL)
AL
11/17/2000 - 12/31/2003
FRANK CHAPPELLE & CO., INC. (BIRMINGHAM AL)
NY
04/08/1998 - 09/11/2000
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 04/17/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/13/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/07/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure James Flack is the right advisor for you? Invested Better is here to help.
