James Hendricks, financial advisor West Dundee IL

James Hendricks

CRD Number: 4514899
Current Firm: Hendricks Wealth And Estate Management

James Hendricks (CRD# 4514899) is an Investment Advisor Representative working at Hendricks Wealth And Estate Management in West Dundee, IL and has over 21 years of experience in the finance industry. James Hendricks 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.

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Professional Designations
Company Name Location Dates Years
Hero Investment Planners LLC West Dundee, IL Jan 2021 - Current 3
J.g. Hendricks Financial Services West Dundee, IL Oct 2017 - Current 6
Cetera Advisors LLC Denver, CA Oct 2016 - Oct 2017 1
Investors Capital Corporation Lynnfield, MA May 2004 - Oct 2016 12
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2002
Contact Info for James G. Hendricks
Phone Number: 847-428-3997
Registered State(s):
  • HI
  • IL
By the Numbers
  • Total Assets Under Management
    352
    MILLIONS
  • Total Number of Accounts
    2,620
    ACCOUNTS
  • Average Account Value
    $134,234
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

AZ, CA, CO, FL, GA, HI, IL, IN, MI, NC, NE, OH, PA, TN, TX, WI

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