James Eric Hunter

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/1998 → 11/2023
  Avantax Investment Services, Inc.
  Dublin, OH
• 07/2013 → 11/2023
  Avantax Advisory Services
  Dublin, OH
• 09/2008 → Present
  Bodine Perry, Llc
  Columbus, OH
• 12/2014 → 12/2021
  Rental Of Condominium
  Dublin, OH
• 11/2023 → Present
  Lpl Financial Llc
  Columbus, OH

Previous Registrations

• 2013-07-15 → 2023-11-30
  Avantax Advisory Services
  Dublin, OH
  Dublin, OH

Other Businesses

1-11/2023 / Bodine Perry, LLC / Business Owner / Non Investment Related / 1 Hrs Mnth / start date 01/01/2022 2- 11/2023 / Bluestone Wealth Partners / DBA for LPL Business (entity for LPL business) / 160 Hrs Mnth / 8 Hrs During Trading 3- 11/2023 / RE Capital Group LLC / Business owner / Non Investment Related / 1 Hrs Mnth / start date 01/01/2022 4- 11/2023 / Bodine Perry PLLC / Business Owner / Non Investment Related / 170 Hrs Mnth / 150 Hrs During Trading / start date 11/01/2008

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-07-08
• S63 Uniform Securities Agent State Law Examination
  2001-02-14

Other Names

• James Eric Hunter
• James Hunter