James Dennis Hallett

Employer firm

Hallett Advisors CRD 306187

$158M regulatory AUM 5 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 01/2004 → 10/2019
  Hallett & Associates
  Port Angles, WA
• 10/2019 → Present
  Hallett Advisors
  Port Angeles, WA

Previous Registrations

• 1998-11-25 → 2019-12-04
  Hallett Advisors
  Port Angeles, WA
• 2002-04-08 → 2004-01-14
  First Allied Securities, Inc.
  Port Angeles, WA

Other Businesses

1) INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. 2) N OLYMPIC YOUTH CENTER NON-INVEST RELATED, 535 E. FIRST ST., PORT ANGELES, WA 98362; BOARD MEMBER, SINCE 1/1/02; 2 HRS/MO TRADE/HRS. 3)EVERBANK ADVISOR SERVICES, 321 E. FIRST ST, PORT ANGELES, WA 98362 BEGAN 6/1/04 AS EMPLOYEE, REFERRING CLIENTS TO MORTGAGE SERVICES. NON INVEST RELATED. DEVOTES 4 HRS/MNTH, 4 HRS/MNTH DURING TRADE. 4)OLYMPIC PUBLISHING, 147 W WASHINGTON, SEQUIM, WA 98382. BEGAN 4/08 AS FREELANCE WRITE. DEVOTES 3 HRS/MNTH 0/TRADE.

Exams

• S63 Uniform Securities Agent State Law Examination
  1987-07-06

Other Names

• Jim Hallett