Cepa Jim Hendries Email & Phone Number | As an independent firm, we create holistic, customized strategies to help build, preserve, and transfer client’s wealth. We are committed to helping business owners and individuals continue their legacy. As a CEPA professional, we help business owners in all phases to build, grow, protect, or exit their business successfully. Specialties: Succession Planning, Business Legacy, Comprehensive Financial Planning, Retirement Income Planning, Estate Planning. Securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above For a list of states in which I am registered to do business, please visit www.jameshendries.com Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The Exit Planning Institute and their services are not affiliated with LPL Financial or James Hendries Wealth Management.

Cepa Jim Hendries

As an independent firm, we create holistic, customized strategies to help build, preserve, and trans...
Huntington Beach, Huntington Beach, United States

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Cepa Jim Hendries’s Email jim.hendries@lpl.com

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Cepa Jim Hendries’s Location Huntington Beach, Huntington Beach, United States

Cepa Jim Hendries’s Current Industry Lpl Financial

Cepa Jim Hendries’s Prior Industry Gore Horvath | Pacific Coast Financial Securities

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Work Experience

Lpl Financial

James Hendries Wealth Management

1999-06-01 00:00:00 - Present

Gore Horvath

Finacial Advisor

1997-01-01 00:00:00 - 1999-06-01 00:00:00

Pacific Coast Financial Securities

Financial Advisor

1992-10-01 00:00:00 - 1997-01-01 00:00:00

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FAQ About Cepa Jim Hendries

Cepa Jim Hendries is located at
Huntington Beach, Huntington Beach, United States

Cepa Jim Hendries is a As an independent firm, we create holistic, customized strategies to help build, preserve, and transfer client’s wealth. We are committed to helping business owners and individuals continue their legacy. As a CEPA professional, we help business owners in all phases to build, grow, protect, or exit their business successfully. Specialties: Succession Planning, Business Legacy, Comprehensive Financial Planning, Retirement Income Planning, Estate Planning. Securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above For a list of states in which I am registered to do business, please visit www.jameshendries.com Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The Exit Planning Institute and their services are not affiliated with LPL Financial or James Hendries Wealth Management.