Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Hare is a financial advisor with over 35 years of experience in the financial services industry. James currently works at IHT Wealth Management LLC, a firm with over $1 billion to $10 billion in assets under management. James is registered as an Investment Advisor Representative (IAR) with IHT Wealth Management LLC. Previously, James was employed by LPL Financial LLC and 1ST GLOBAL CAPITAL CORP. He has a diverse client base, including high-net-worth individuals, corporations, and other businesses, and offers financial planning services, portfolio management, and pension consulting. James also provides services through Mueller Financial Services, a DBA for his LPL business and a separate entity. He is dedicated to providing personalized financial advice to help clients reach their financial goals.
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.
Financial planning fees
1
2
IL
03/29/2019 - Present
IHT Wealth Management LLC (Elgin IL)
IL
04/10/2017 - 12/31/2022
LPL FINANCIAL LLC (ELGIN IL)
IL
10/01/2009 - 03/30/2017
1ST GLOBAL CAPITAL CORP. (ELGIN IL)
BOTH
Issued 12/30/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/30/2009
Series 7 - General Securities Representative Examination
Active
Inactive
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