James
Hembree

Investacorp Advisory Services Inc

CRD#1198992
Investment Advisor
in Charlotte, NC
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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

Series 63, Series 65, Certified Financial Planner, Chartered Financial Consultant

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Disclosures

No

Office Location

15801 Brixham Hill Ave Ste 450
Charlotte, NC 28277

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Investacorp Advisory Services Inc Brokerage Details

Total Assets Under Management

$2,386,972,126

NC Average: $1,855,561,029
Total Number of Employees

270

NC Average: 62
Total Number of Accounts

7,016

NC Average: 2,474
Average Account Size

$340,218

NC Average: $750,025

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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.

2016 - Present (3 years)

Investacorp

2012 - 2015 (3 years)

Nfp Securities, Inc

2012 - Present (7 years)

Highland Capital

2008 - 2012 (4 years)

Suntrust

Disclosures

James Hembree has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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