Unclaimed
James Wilson Hill is a financial advisor with over 20 years of experience in the industry. James is currently registered with &partners and holds a Series 7, Series 63, and Series 66 license. James is also registered as an Investment Advisor Representative in South Carolina and Texas. James has a broad range of experience in serving clients, including individuals, businesses, and trusts. James is committed to providing his clients with personalized financial advice to help them achieve their goals.
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.
Portfolio manager selection, furnish advice not involving securities, research report services, 1042 portfolio construction
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.
Trans fee, service charges; 12b-1; money market trls; bdsp
1
2
TN
03/08/2024 - Present
&partners (NASHVILLE TN)
SC
10/09/2002 - 03/11/2024
EDWARD JONES (CLEMSON SC)
BOTH
Issued 03/05/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/11/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/08/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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