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James Brian Hussey

Advisor at LPL Financial — Delano, CA Cecil Avenue

Updated today

Credentials

Series 66

Experience

22 years

Location

Delano, CA 93215

LPL Financial logo

LPL Financial

Institution

Total advisors

22,923

Across 10,503 offices

Clients per advisor

86 Typical

Avg AUM per client

$399,489 Typical

HNW client ratio

34% Very High

About

James Hussey is a financial advisor at LPL Financial with 22 years of industry experience. He holds a Series 66 designation and has worked at LPL Financial since 2013. Prior to joining LPL, Hussey held roles at Valley Strong Credit Union, SWBC Investment Company, Valic Financial Advisors, MSI Financial Services, and A. G. Edwards & Sons. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of investment solutions including financial planning, model portfolios, and access to third-party asset managers, supported by advanced advisor tools and a broad platform of financial services.

Client services

Based on LPL Financial

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Financial

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities

Occupation focus

Based on LPL Financial

Retired Founder/Business Owner Executive

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Fee options

Fixed

Flat fees up to $15,000 for financial planning and consulting services

Project-based

Up to $500 per hour for financial planning and consulting services

Location

See office

Delano, CA Cecil Avenue

1828 Cecil Avenue Ste A & B

Delano CA 93215

Advisors at this office

2

Most active in

California · Texas

Work history

22 years of industry experience

LPL Financial

2013 - Present • 13 years

Bakersfield, CA

Valley Strong Credit Union (Formerly: KERNS SCHOOLS FEDERAL CU)

2011 - Present • 15 years

Bakersfield, CA

SWBC Investment Company

2011 - 2011 • 1 year

San Antonio, TX

SWBC Investment Company

2008 - 2011 • 3 years

San Antonio, TX

Valic Financial Advisors

2008 - 2008 • 1 year

Woodland Hills, CA

MSI Financial Services, Inc.

2004 - 2007 • 3 years

A. G. Edwards & Sons, Inc.

2003 - 2004 • 1 year

Bakersfield, CA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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