JH
James Hall
from Affinity Wealth Management LLC
James Hall is a financial advisor based in Delaware, Wilmington,
with 35 years of experience. James currently works for
Affinity Wealth Management LLC.
James maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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James Hall works at Affinity Wealth Management LLC
Affinity Wealth Management LLC is a financial advisory firm based in Wilmington, Delaware. It currently has approximately $587,202,229 of assets under management and employs about 16 people. Affinity Wealth Management LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
19 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
2961 Centerville Road, Suite 310, Wilmington, Delaware, 19808
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