Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames K. Hu is a financial advisor who has been working in the industry since 2003. James is registered with Mutual Advisors, LLC and Polaris Financial, Inc. James is also a Certified Financial Planner.
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.
Hourly consulting
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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CA
09/29/2023 - Present
Mutual Advisors, LLC (Diamond Bar CA)
CA
01/23/2003 - 06/05/2013
AXA ADVISORS, LLC (DIAMOND BAR CA)
BOTH
Issued 01/30/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/10/2004
Series 24 - General Securities Principal Examination
BC
Issued 01/20/2003
Series 7 - General Securities Representative Examination
Active
Inactive
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