James Hundman, financial advisor Carefree AZ

James Hundman

CRD Number: 3233547
Current Firm: Lion Street Advisors, LLC

James Hundman (CRD# 3233547) is an Investment Advisor Representative working at Hundman Wealth Planning in Carefree, AZ and has over 17 years of experience in the finance industry. James Hundman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Lion Street Advisors Carefree, AZ Mar 2017 - Current 7
Lion Street Financial Carefree, AZ Mar 2017 - Current 7
Triad Advisors, Inc. Norcross, GA Oct 2014 - Mar 2017 2
Lpl Financial LLC Naperville, IL Mar 2002 - Oct 2014 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1999
S65 NASAA Investment Advisors Law Examination Jun 1999
Contact Info for James E. Hundman
By the Numbers
  • Total Assets Under Management
    1,401
    MILLIONS
  • Total Number of Accounts
    4,709
    ACCOUNTS
  • Average Account Value
    $297,543
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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