Skip to content

James Craig Hynd

Investment adviser representative at W&s Advisory Services, LLC
20 yearsExperience
1 stateRegistered in
ChFC®, CFP® certificationDesignations
$5.3MFirm assets

Are you James Craig Hynd? Claim your profile

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Fixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

20 years in the industry.

  1. W&s Advisory Services, LLCDec 2025 to now
  2. W&s Brokerage ServiceJan 2007 to now
  3. Western Southern LifeOct 2006 to now

Designations

  • ChFC®
  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law2010

State registrations

Registered as an investment adviser representative in 1 state (OH).

W&s Advisory Services, LLC

$5.3MAssets managed
6,689Clients
10Advisers
1 yearIn 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
5279122
Firm CRD
334683
Advisor's SEC record (opens in a new tab)
CallContact this firm