James HylandCRD Number: 1185748
Current Firm: Ohanesian / Lecours, Inc.
James Hyland (CRD# 1185748) is an Investment Advisor Representative working at Ohanesian / Lecours, Inc. in West Hartford, CT and has over 21 years of experience in the finance industry. James Hyland 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.
Barron Financial Group, LLP
Lpl Financial LLC
|Ohanesian / Lecours, Inc.||West Hartford, CT||Jul 2015 - Current||2|
|Mml Investors Services||Farmington, CT||Mar 1991 - Jul 2015||24|
|Massmutual Life Insurance Company||Farmington, CT||Mar 1991 - Jul 2015||24|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 1996|
|S65||NASAA Investment Advisors Law Examination||Dec 1999|
Total Assets Under Management500MILLIONS
Total Number of Accounts645ACCOUNTS
Average Account Value$775,213
- 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)
- Publication of periodicals or newsletters
CT, FL, MA, ME, NH, NJ, NY, OH, RI, SC, TX
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