JS
James Stillman
from Hobart Wealth
James Stillman is a financial advisor based in North Carolina, Charlotte,
with 20 years of experience. James currently works for
Hobart Wealth.
James maintains a S65 license (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 Stillman works at Hobart Wealth
Hobart Wealth is a financial advisory firm based in Charlotte, North Carolina. It currently has approximately $268,452,205 of assets under management and employs about 14 people. Hobart Wealth uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Investment Adviser Law Examination (S65)
Years registered
17 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
7733 Ballantyne Commons Parkway, Suite 101, Charlotte, North Carolina, 28277
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