Investacorp Advisory Services Inc
Answer a few questions and
get matched with an advisor.
About this Advisor
James Hembree is a certified financial planner and chartered financial consultant based in Charlotte, North Carolina. Currently an investment advisor with Investacorp Advisory Services Inc, they have accumulated 10 years of professional experience. Hembree holds Series 63 and Series 65 licenses, certifying the advisor as both a securities agent and an investment advisor representative. Hembree is able to act as an advisor in North Carolina. Throughout their career, they have worked at Nfp Securities, Inc, Suntrust, Investacorp and Highland Capital. Investacorp Advisory Services Inc is based out of Charlotte, North Carolina, and has 120 locations in the country. Overall, Investacorp Advisory Services Inc manages $2 billion in assets across 7,301 accounts and retains more than 265 people. The level of assets currently under the firm's management places it among the largest financial advisory firms in the United States. The firm manages 6,681 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 3% of the advisory firm's clients are high-net-worth individuals, meaning they have greater than $1 million in assets. Investacorp Advisory Services Inc can provide financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. The firm may charge clients asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years of Experience
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Investacorp Advisory Services Inc Brokerage Details
Let us help match you with the right financial advisor for your needs.Answer a few questions to get a personalized match.
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
James Hembree Work History
James has 10 years of experience.
Nfp Securities, Inc
James Hembree has no disclosures.
Please visit their SEC profile for more details.