James Hiles, financial advisor Plymouth MN

James Hiles

CRD Number: 1268480
Current Firm: Wealth Enhancement Advisory Services, LLC

James Hiles (CRD# 1268480) is an Investment Advisor Representative working at Wealth Enhancement Advisory Services, LLC in Plymouth, MN and has over 18 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Wealth Enhancement Group Naples, FL Sep 2023 - Current < 1
Wealth Enhancement Advisory Services Naples, FL Sep 2023 - Current < 1
First Capital Advisors Group, LLC Blue Bell, PA Oct 2015 - Aug 2023 7
Purshe Kaplan Sterling Investments Albany, NY Apr 2014 - Jan 2018 3
Cantor Fitzgerald Wealth Partners, LLC New York, NY Sep 2013 - Oct 2015 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2005
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for James D. Hiles
Phone Number: 763-417-1700
Registered State(s):
  • FL
  • NJ
  • PA
By the Numbers
  • Total Assets Under Management
    72,025
    MILLIONS
  • Total Number of Accounts
    154,394
    ACCOUNTS
  • Average Account Value
    $466,499
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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