James Herbert Hundley
Investment adviser representative at LPL Financial LLC
36 yearsExperience
3 statesRegistered in
PFSDesignation
$819.1BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
36 years in the industry.
- LPL Financial LLCMar 2025 to now
- James H HundleyJul 2015 to now
- James Hundley CpaFeb 1990 to now
- Ic Advisory Services IncApr 2018 to Mar 2025
- The Investment Center IncApr 2018 to Mar 2025
- Hd Vest Insurance Agency IncJul 2016 to Apr 2018
- H.D. Vest Advisory ServicesJul 1997 to Apr 2018
- H.D. Vest Investment ServicesFeb 1997 to Apr 2018
Designations
- PFS
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
State registrations
Registered as an investment adviser representative in 3 states (FL, NJ, NY).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2517897
- Firm CRD
- 6413