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James Pei-yuen Huang

Stancorp Investment Advisers, Inc.

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About James Pei-yuen Huang

James Pei-yuen Huang is a financial advisor who has been in the industry since 2007. James is currently registered with Stancorp Investment Advisers, Inc. in Oregon. James has previously worked with MetLife Securities Inc., Metropolitan Life Insurance Company, MMC Securities Corp., Marsh & McLennan Securities Corporation, and Linsco/Private Ledger Corp. James holds Series 7, 24, and 66 licenses.

Firm Information

James Huang is currently registered with Stancorp Investment Advisers, Inc.. Stancorp Investment Advisers, Inc. is an investment advisor based in Portland, OR. With over 100 registered representatives, they manage over $34 billion in assets for a diverse range of clients, including individuals, pension plans, charitable organizations, and state and municipal government entities. They offer portfolio management services for businesses and individuals as well as pooled investment vehicles. They do not offer financial planning or market timing services.
Stancorp Investment Advisers, Inc.

1100 SW SIXTH AVENUE

PORTLAND, OR 97204

$34.39B

Assets Under Management

Not reported

Total Clients

75

Total Financial Advisors

Services Offered

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.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

As noted in schedule d misc,affiliate by intercompany agreement

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James Huang’s Registration & Firm History

OR

04/16/2020 - Present

Stancorp Investment Advisers, Inc. (Portland OR)

MA

10/13/2006 - 04/16/2015

METLIFE SECURITIES INC. (SPRINGFIELD MA)

NY

10/13/2006 - 07/09/2007

METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)

NY

06/16/2003 - 05/31/2005

MMC SECURITIES CORP. (NEW YORK NY)

NY

08/21/2001 - 06/16/2003

MARSH & MCLENNAN SECURITIES CORPORATION (NEW YORK NY)

SC

10/20/1999 - 05/24/2000

LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)

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Licenses & Designations

BOTH

Issued 11/05/1999

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/01/1999

Series 24 - General Securities Principal Examination

BC

Issued 10/19/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for James Pei-yuen Huang.
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