James Hurley
James Hurley is a registered investment advisor at Cetera Investment Advisers LLC, based in Medford, OR, with 32 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
711 Bennett Ave, Medford, OR, 97504
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
James sells fixed insurance products, including life, health, fixed annuities, and long-term care, dedicating a few hours per week. He also owns Hurley Associates, Inc., a financial services DBA, and spends nearly full-time selling and servicing insurance, securities, and investment portfolios, as well as insurance and risk management planning. Additionally, James owns Hurley Organic Teas, spending about 10-20% of his time growing and harvesting plants for tea, and Hurley World Wide LLC, spending minimal time leasing an office building back to his financial practice.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
The H Group, INC.
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
Signator Investors, INC.Broker
John Hancock Mutual Life Insurance CompanyBroker
State Registrations25 states
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