James Dennis Hallett

Hallett Advisors

27 Years of Experience

1 DisclosureSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & Coaching

Hallett Advisors

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

5 advisors

Number of Clients

290 clients

Average Client Portfolio

$501K average

Assets Under Management

$145.2M

Fee Structure

Financial Planning:Investment management only

Location

1506 East First Street, Port Angeles, WA, 98362

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History

Regulatory History (1)

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Customer Dispute

February 2008

Denied

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Other Business ActivitiesSells Insurance

James is an independent insurance agent for various companies. He also serves as a board member for the N Olympic Youth Center, refers clients to mortgage services at Everbank Advisor Services, and works as a freelance writer for Olympic Publishing, dedicating minimal time to each of these non-investment related activities.

Employment History

Current Registrations

Hallett Advisors

November 2019 - Present · 6 yrs 3 mos

Previous Registrations

First Allied Securities, INC.

April 2002 - January 2004 · 1 yr 9 mos

Hallett Advisors

November 1998 - December 2019 · 21 yrs 1 mo

State Registrations2 states

TXWA

Advisor

Exams

No exam information available for this advisor.