James Hedstrom is a CFP-designated registered investment advisor, based in Charlotte, NC, with 26 years of industry experience. James is also registered as a broker, so some compensation may come from commissions on products sold.
Location
4521 Sharon Rd, Suite 400, Charlotte, NC, 28211
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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.
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James operates under the DBA Wealth Enhancement Group for his LPL business since November 2021. He also provides investment advisory services through Wealth Enhancement Advisory Services LLC, dedicating full-time hours to this activity.
Employment History
Current Registrations
Wealth Enhancement Brokerage Services, LLCBroker
Wealth Enhancement Advisory Services, LLC
Previous Registrations
LPL Financial LLCBroker
Carroll Financial Associates INC
Tricapital Financial Group, INC.
Cetera Advisor Networks LLCBroker
Park Avenue Securities LLCBroker
State Registrations24 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.
Exams
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