James Lundgren (CRD# 2155757) is an Investment Advisor Representative working at Hg Capital Advisors, LLC in Houston, TX and has over 32 years of experience in the finance industry.
CRD# 2390431
The Goff Financial Group
CRD# 2687188
Hightower Advisors, LLC
CRD# 5462249
Nxt:gen Financial Planning
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Self-employed | Houston, TX | Jan 2017 - Current | 7 |
| Hg Capital Advisors, LLC | Houston, TX | Mar 2001 - Current | 23 |
| Concert Wealth Management, Inc. | San Jose, CA | Sep 2014 - Mar 2017 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1991 |
| S65 | NASAA Investment Advisors Law Examination | Jan 1996 |
- TX
-
Total Assets Under Management19MILLIONS
-
Total Number of Accounts214ACCOUNTS
-
Average Account Value$90,529
- 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
- Selection of other advisers (including private fund managers)
- Market timing services
TX
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