James Huang, financial advisor Portland OR

James Huang

CRD Number: 4020305
Current Firm: Stancorp Investment Advisers, Inc.

James Huang (CRD# 4020305) is an Investment Advisor Representative working at Stancorp Investment Advisers, Inc. in Portland, OR and has over 24 years of experience in the finance industry.

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Company Name Location Dates Years
Stancorp Equities Portland, OR Mar 2020 - Current 4
Stancorp Investment Advisers Portland, OR Mar 2020 - Current 4
The Standard Portland, OR Jun 2018 - Current 5
Pruco Securities LLC Newark, NJ Apr 2017 - May 2018 1
The Prudential Insurance Company Of America Neark, NJ Apr 2015 - May 2018 3
Metlife Securities Inc. New York, NY Sep 2006 - Mar 2015 8
Metropolitan Life Insurance Company New York, NY May 2005 - Mar 2015 9
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 1999
Contact Info for James P. Huang
Phone Number: 800-858-5420
Firm Website: http://www.standard.com
Registered State(s):
  • OR
By the Numbers
  • Total Assets Under Management
    34,385
    MILLIONS
  • Total Number of Accounts
    126,310
    ACCOUNTS
  • Average Account Value
    $272,229
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
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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