James HackCRD Number: 6657399
Current Firm: Raymond James & Associates, Inc.
James Hack (CRD# 6657399) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Charlotte, NC and has over 3 years of experience in the finance industry. James Hack has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|Raymond James & Associates, Inc.||Charlotte, NC||Aug 2021 - Current||< 1|
|Ubs Financial Services Inc.||Charlotte, NC||Jan 2018 - Aug 2021||3|
|Unemployed||Kildeer, IL||Mar 2017 - Jan 2018||< 1|
|University Of Iowa Ets||Iowa City, IA||Feb 2015 - Mar 2017||2|
|Unemployed||Iowa City, IA||Aug 2013 - Feb 2015||1|
|Gianni's Cafe||Kildeer, IL||Nov 2011 - Aug 2013||1|
|Education||Lake Zurich, IL||Aug 2000 - May 2013||12|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2018|
Total Assets Under Management242,536MILLIONS
Total Number of Accounts758,159ACCOUNTS
Average Account Value$319,901
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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