Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Hunt is a financial advisor with LPL Financial LLC. James has been working in the financial industry since 2007. James is registered in 12 states and has experience working with a wide range of clients, including individuals, families, businesses, and charitable organizations. James specializes in financial planning, portfolio management, and investment advisory services. James offers consulting and other non-discretionary advisory services as well. James is also a registered representative and investment advisor representative.
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.
Consulting and other non-discretionary advisory services
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.
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VT
10/27/2023 - Present
LPL Financial LLC (BARRE VT)
VT
01/11/2019 - 10/26/2023
EQUITY SERVICES, INC. (COLCHESTER VT)
VT
03/13/2017 - 12/12/2018
EQUITY SERVICES, INC. (MONTPELIER VT)
CT
09/28/2015 - 03/06/2017
MORGAN STANLEY (FAIRFIELD CT)
CT
10/30/2013 - 08/19/2015
EQUITY SERVICES, INC. (GLASTONBURY CT)
CT
11/08/2006 - 10/15/2013
PRUDENTIAL ANNUITIES DISTRIBUTORS, INC (SHELTON CT)
BOTH
Issued 10/26/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/22/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/28/2015
Series 7 - General Securities Representative Examination
BC
Issued 11/07/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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