James
Harter
Equity Services, Inc
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About this Advisor
James Harter is a financial advisor based in Charlotte, North Carolina, working with Equity Services, Inc. James has previously held positions at Equity Services, Inc and National Life Group. James has passed the Series 63 regulatory exam and is registered to provide services in Tennessee. Currently, James is part of Equity Services, Inc, which operates out of Charlotte, North Carolina. The firm has 230 offices and 450 employees. The firm manages assets totaling $2.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Equity Services, Inc includes asset-based, hourly, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Equity Services, Inc Brokerage Details
$2,124,751,345
450
11,558
$183,834
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
James Harter Work History
Equity Services, Inc
National Life Group
Disclosures
Please visit the SEC profile of James Harter to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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