James
Hallett
Hallett Advisors
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About this Advisor
James Hallett is a financial advisor based in Port Angeles, Washington, working with Hallett Advisors. James has previously held positions at Hallett & Associates and Hallett Advisors. James has passed the Series 63 regulatory exam and is registered to provide services in Texas and Washington. Currently, James is part of Hallett Advisors, which operates out of Port Angeles, Washington. The firm has 4 offices and 6 employees. The firm manages assets totaling $130.4 million 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, and selection of other advisers. The fee structure at Hallett Advisors includes asset-based, hourly, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Hallett Advisors Brokerage Details
$130,363,346
6
716
$182,072
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
James Hallett Work History
Hallett Advisors
Hallett & Associates
Disclosures
Please visit the SEC profile of James Hallett 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 Hallett Advisors
Port Angeles, WA
Port Angeles, WA
Port Angeles, WA
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