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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 Priester Hughes is an Investment Advisor Representative at Freestone Capital Management, LLC. James has over 20 years of experience in the financial services industry. James has a strong track record of providing personalized financial advice to individuals, families, and businesses. He is committed to helping his clients achieve their financial goals through a comprehensive and tailored approach. James specializes in providing financial planning, portfolio management, and wealth management services. James is a registered Investment Advisor Representative in Washington.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
Earned based on transactions or products sold.
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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2
WA
07/19/2023 - Present
Freestone Capital Management, LLC (SEATTLE WA)
NJ
01/09/2019 - 03/27/2020
PURSHE KAPLAN STERLING INVESTMENTS (Short Hills NJ)
NJ
03/13/1996 - 07/10/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SHORT HILLS NJ)
NY
04/21/1995 - 12/11/1995
GRUNTAL & CO. INCORPORATED (NEW YORK NY)
IA
Issued 04/12/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/19/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/25/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/20/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/10/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/2013
Series 3 - National Commodity Futures Examination
BC
Issued 04/10/1995
Series 7 - General Securities Representative Examination
Active
Inactive
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