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Specialties
As an independent advisory firm, we create personalized, custom investment solutions to help build, protect, and transfer client’s wealth. From personal asset management to financial and retirement planning, James Hendries is committed to helping individuals, couple, families, and business owners work toward and exceed their goals. Our Comprehensive Wealth Management approach is customized to meet your unique financial needs & objectives. Advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. www.finra.org/www.sipc.org (Third-party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.)
History
Established in 1994.
Joined LPL Financial in June of 1999.
For a list of states in which I am registered to do business, please visit www.jameshendries.com.
Proudly serving the residents of Huntington Beach since 1994
Meet the Business Owner
James H.
Business Owner
Jim is uniquely qualified to help you; and as an independent wealth management firm, he creates unbiased, customized investment solutions to help build, protect and transfer clients’ wealth. Jim is committed to helping individuals, couples, families, business owners, and companies meet and exceed their life goals.
James Hendries never treats you like a number! He will personally take care of you, provide customized financial reviews, and pro-actively watch over your investments through all the stages of retirement and pre-retirement. He is interested in your well-being as well as your financial health. Jim is a husband and proud father of three and they reside in the beautiful city of Huntington Beach.