James Hunter is a registered investment advisor at LPL Financial LLC, based in Columbus, OH, with 27 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
7650 Rivers Edge Dr Ste 100, Columbus, OH, 43235
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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James is a business owner of Bodine Perry, LLC and RE Capital Group LLC, dedicating minimal time to each. He also operates his LPL business under the DBA Bluestone Wealth Partners, dedicating full-time hours to it.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
H.D. Vest Investment Securities, INC.Broker
State Registrations6 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.