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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Huntington is an Investment Advisor Representative with Affinity Financial, LLC. James Huntington is registered in Utah. James Huntington has a Series 65 license. James Huntington is an experienced professional with a background in construction, ranching, and business model consulting. James Huntington specializes in retirement planning and portfolio management.
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.
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.
Retirement plan setup & record keeping services
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UT
12/14/2021 - Present
Affinity Financial, LLC (SOUTH SALT LAKE UT)
IA
Issued 12/11/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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