James HunterCRD 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 16 years of experience in the finance industry.
Rebel Financial, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Pds Planning Inc.
|Rental Of Condominium||Dublin, OH||Dec 2014 - Current||3|
|Hd Vest Advisory Services||Dublin, OH||Jul 2013 - Current||4|
|Bodine Perry, LLC||Columbus, OH||Sep 2008 - Current||9|
|H.d. Vest Investment Securities, Inc.||Irving, TX||Jul 1998 - Current||19|
|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|
Total Assets Under Management9,187MILLIONS
Total Number of Accounts50,531ACCOUNTS
Average Account Value$181,805
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- 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, VT, WA, WI, WV