Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Hausherr is a financial advisor with over 10 years of experience in the financial industry. James is currently registered with Brookstone Capital Management LLC and is located in Sausalito, California. Prior to Brookstone Capital Management LLC, James worked at WestPark Capital, Inc. in Los Angeles, California and Newport Coast Securities, Inc. in Newport Beach, California. James has passed several industry exams including the Series 63, Series 65, Series 7 and the SIE. James is also a licensed insurance agent. He is dedicated to providing clients with comprehensive financial advice and planning services. James specializes in working with high net worth individuals, corporations, and other 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.
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.
A percentage of the total value of assets under management is charged.
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CA
05/23/2017 - Present
Brookstone Capital Management LLC (Sausalito CA)
CA
08/22/2016 - 12/13/2016
WESTPARK CAPITAL, INC. (LOS ANGELES CA)
CA
06/07/2011 - 08/26/2016
NEWPORT COAST SECURITIES, INC. (NEWPORT BEACH CA)
IL
04/14/2011 - 05/18/2011
BROKERSXPRESS LLC (CHICAGO IL)
IA
Issued 05/04/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/13/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/13/2016
SIE - Securities Industry Essentials Examination
BC
Issued 03/25/2011
Series 7 - General Securities Representative Examination
Active
Inactive
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