James Hunter, financial advisor Columbus OH

James Hunter

CRD Number: 3096166
Current Firm: Lpl Financial LLC

James Hunter (CRD# 3096166) is an Investment Advisor Representative working at Lpl Financial LLC in Columbus, OH and has over 23 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Columbus, OH Nov 2023 - Current < 1
Bodine Perry, LLC Columbus, OH Sep 2008 - Current 15
Avantax Advisory Services Dublin, OH Jul 2013 - Nov 2023 10
Avantax Investment Services, Inc. Dublin, OH Jul 1998 - Nov 2023 25
Rental Of Condominium Dublin, OH Dec 2014 - Dec 2021 7
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: 704-733-3300
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    368,019
    MILLIONS
  • Total Number of Accounts
    1,688,501
    ACCOUNTS
  • Average Account Value
    $217,956
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
  • Educational seminars/workshops
  • Other
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, VI, VT, WA, WI, WV, WY

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