Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Hatton is an investment advisor representative at Creative Planning. He is registered with the state of Arizona and Texas. James is a certified financial planner and has been in the industry since October 2001. James Hatton has been with Creative Planning since January 2022. He specializes in financial planning, pension consulting and portfolio management. James also offers educational seminars and selection of other advisors. James Hatton has a Series 65 license.
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.
A percentage of the total value of assets under management is charged.
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AZ
08/29/2023 - Present
Creative Planning (Phoenix AZ)
IA
Issued 05/03/2001
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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