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James H
Series 63
Bellingham, WA
Hallett Advisors
James Hallett is a financial advisor at Hallett Advisors with 27 years of industry experience. He holds a Series 63 designation and has worked at Hallett Advisors since 2019, following 15 years at Hallett & Associates. Outside of advising, he serves as a board member of the Olympic Youth Center and has experience as a freelance writer for Olympic Publishing. Hallett Advisors provides investment advisory and financial planning services to individuals, retirement plans, trusts, charitable organizations, and businesses. The firm offers tailored portfolio management and consulting, utilizing both fundamental and technical analysis, and manages approximately $145 million in discretionary client assets across five offices.
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