James
Hunt

Wealth Enhancement Advisory Services, LLC

CRD#7339732
Investment Advisor
in Winston Salem, NC

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About this Advisor

James Hunt is a financial advisor based in Winston Salem, North Carolina, working with Wealth Enhancement Advisory Services, LLC. James has previously held positions at The Vanguard Group, Inc, Associate Staffing, Gallagher, Collabera, Bridgestone Golf, Scioto Country Club, Quail Hollow Club, Myers Park Country Club, Old Town Club, North Carolina State University, Wells Fargo Clearing Services, LLC, Lpl Financial LLC, Wealth Enhancement Advisory Services, Wealth Enhancement Group, and Wealth Enhancement Brokerage Services. James has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in North Carolina. Currently, James is part of Wealth Enhancement Advisory Services, LLC, which operates out of Winston Salem, North Carolina. The firm has 105 offices and manages assets totaling $72.0 billion. The firm 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, educational seminars, and other services. The fee structure at Wealth Enhancement Advisory Services, LLC includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 63, Series 66

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

524 North Trade Street
Winston Salem, NC 27101

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Wealth Enhancement Advisory Services, LLC Brokerage Details

Total Assets Under Management

$72,024,609,099

NC Average: $5,289,111,388
Total Number of Accounts

154,394

NC Average: 8,262
Average Account Size

$466,499

NC Average: $640,173

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

James Hunt Work History

2023 - Present (1 year)

Lpl Financial LLC

2023 - Present (1 year)

Wealth Enhancement Advisory Services

2023 - Present (1 year)

Wealth Enhancement Group

2023 - Present (1 year)

Wealth Enhancement Brokerage Services

2021 - 2021 (< 1 year)

The Vanguard Group, Inc

2021 - 2021 (< 1 year)

Associate Staffing

2021 - 2023 (2 years)

Wells Fargo Clearing Services, LLC

2020 - 2021 (1 year)

Gallagher

2019 - 2019 (< 1 year)

Collabera

2018 - 2018 (< 1 year)

Bridgestone Golf

2017 - 2017 (< 1 year)

Scioto Country Club

2016 - 2016 (< 1 year)

Quail Hollow Club

2015 - 2015 (< 1 year)

Myers Park Country Club

2014 - 2019 (5 years)

North Carolina State University

2013 - 2014 (1 year)

Old Town Club

Disclosures

Please visit the SEC profile of James Hunt to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Wealth Enhancement Advisory Services, LLC

Eric Grafnitz
Minneapolis, MN
Kendra Baranko
Minneapolis, MN
Colby Feane
Minneapolis, MN
Jesse Hughes
Jackson, MO
Katelyn Fussell
Minneapolis, MN
Matthew Dorsey
Minneapolis, MN
Daniel Frederickson
Minneapolis, MN
Maura Mallaney
Parsippany, NJ

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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