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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Huber is a financial advisor with Onedigital Investment Advisors, based in Overland Park, KS. James has over 15 years of experience in the financial services industry, previously working with Merrill Lynch, Pierce, Fenner & Smith Incorporated and Principal Securities, Inc.. He is a Registered Investment Advisor (RIA) in North Carolina, and holds Series 7, 66 and SIE licenses. James has a special focus on working with pension and profit-sharing plans, high-net-worth individuals, corporations, and charitable organizations. James's expertise also includes financial planning, pension consulting, portfolio management for individuals and businesses, and selection of other advisers.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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NC
01/30/2024 - Present
Onedigital Investment Advisors (GREENSBORO NC)
NC
01/05/2021 - 12/31/2023
PRINCIPAL SECURITIES, INC. (Charlotte NC)
KY
01/17/2020 - 11/18/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FORT MITCHELL KY)
BOTH
Issued 02/14/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/17/2020
Series 7TO - General Securities Representative Examination
BC
Issued 12/12/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
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