James HuntCRD Number: 5445213
Current Firm: Rather & Kittrell, Inc.
James Hunt (CRD# 5445213) is an Investment Advisor Representative working at Rather & Kittrell, Inc. in Knoxville, TN and has over 14 years of experience in the finance industry. James Hunt 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.
Ubs Financial Services Inc.
Visionary Horizons, LLC
|Rather & Kittrell, Inc.||Knoxville, TN||Nov 2007 - Current||14|
|Securities Service Network, Inc.||Knoxville, TN||Oct 2007 - Feb 2014||6|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Feb 2008|
Total Assets Under Management1,271MILLIONS
Total Number of Accounts2,450ACCOUNTS
Average Account Value$518,927
- 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)
AL, FL, GA, KY, LA, NC, PA, SC, TN, TX
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