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James Hastings is an investment advisor representative with Hightower Advisors, LLC, a firm with 893 investment advisor representatives and offices in Lexington, MA, and Chicago, IL. James has been in the industry since May 2011 and is licensed to offer investment advice in Massachusetts. James Hastings is a registered Investment Advisor Representative in Massachusetts and is currently active in the state. James Hastings is also active in the state of Illinois, offering advice through Hightower Advisors, LLC. James has passed the Series 65 exam and has experience providing financial planning, pension consulting, selection of other advisors, and portfolio management services for individuals and businesses.
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.
Treasury management for corporate clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
MA
10/18/2019 - Present
Hightower Advisors, LLC (Lexington MA)
IA
Issued 07/16/2013
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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