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About this Advisor
James Hune is a personal financial specialist based in Pittsburgh, Pennsylvania, who has been in the advisory business for 22 years. Hune is an advisor for Hefren-Tillotson, Inc. During their career, the advisor has held roles at Hefren-Tillotson, Inc and Creese, Smith & Co, LLC. Hune has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to work in Pennsylvania. Hefren-Tillotson, Inc is a business operating in Pittsburgh, Pennsylvania. It has offices in six locations and a total of 183 employees. It administers $8 billion in total assets between its 22,446 customer accounts, making it one of the biggest firms in the country by assets under management. The firm provides financial advice to 80 charitable organizations. Of its 22,446 accounts, just 9% are held by high-net-worth clients who have at least $1 million in assets. The business provides a set of services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees for financial management typically vary depending on which services the firm provides the client. However, fee types billed by Hefren-Tillotson, Inc most likely are comprised of some blend of asset-based, hourly and commission-based fees.
Certifications and Registrations
Years of Experience
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Hefren-Tillotson, Inc Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
James Hune Work History
James has 22 years of experience.
Creese, Smith & Co, LLC
James Hune has no disclosures.
Please visit their SEC profile for more details.