James Hunter, financial advisor Dublin OH
93 score

James Hunter

CRD Number: 3096166
Current Firm: H.d. Vest Advisory Services, Inc.

James Hunter (CRD# 3096166) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Dublin, OH and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Rental Of Condominium Dublin, OH Dec 2014 - Current 2
Hd Vest Advisory Services Dublin, OH Jul 2013 - Current 3
Bodine Perry, LLC Columbus, OH Sep 2008 - Current 8
H.d. Vest Investment Securities, Inc. Irving, TX Jul 1998 - Current 18
Elsea, Collins And Company Cpas Columbus, OH Dec 1993 - Sep 2008 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2001
S65 NASAA Investment Advisors Law Examination Jul 2013
Contact Info for James E. Hunter
Phone Number: 972-870-6000
Firm Website: https://www.hdvest.com
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    9,187
    MILLIONS
  • Total Number of Accounts
    50,531
    ACCOUNTS
  • Average Account Value
    $181,805
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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