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Featured Business Financial Advisor in Jacksonville, FL
Jacksonville Financial Advisors
Jax Wealth Advisors
3840 Belfort Road, Suite 103
Jacksonville, FL 32216
“Strategy Based I Process Driven”
Advisor Profile
H. Lee Little, MBA, CFP
Name:  H. Lee Little, MBA, CFP
Disclosure Link:
www.FINRA.org : www.SIPC.org
Disclaimer
Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA/SIPC.

About Jax Wealth Advisors

Hunter Wealth Management offers unbiased financial advice combined with comprehensive financial planning. We are an independent, fee only financial services firm. Our proactive institutional wealth management process is unique and risk based to our client's individual needs. We take great pride in helping you organize the demands of managing your wealth in order to allow you to devote time to your business and your family. Through our Proactive Wealth Management Solution, we organize your assets, insurance, liabilities, and estate documents to help simplify, consolidate and integrate every aspect of your financial future. We believe in purposeful communication and average over 70 contacts per year with our client's. As an independent financial firm, we have chosen to affiliate with LPL Financial(the #1 Independent Broker/Dealer in America for the past 15 years*). Our practice is currently limited to 150 families. Please call to see if we can help you live a more fulfilling retirement. *As reported in Financial Planning magazine June 1996-2011, based on total revenues.
 

General Information

Gender:    Male
CRD#:    2798163
Insurance License#:    A156601
Name of Broker/Dealer:    LPL Financial
Name of Custodial Firm:    LPL Financial
States Licensed in:    AL CO FL GA KY MS NE TN VA
States Willing to do Business in:    Atlantic Beach,Fernandina Beach,Green Cove Springs,Jacksonville,Jacksonville Beach,Middleburg,Neptune Beach,Orange Park,Ponte Vedra Beach,Saint Augustine,Saint Johns, AL, CA, CO, CT, FL, GA, KY, MS, OK, OR, TN, VA
Years of Experience in Financial Services:    19
Number of Years with Current Firm:    11
Work Experience:    15 years of comprehensive Financial Planning and Investment Management experience, including all areas of financial planning. Past president of the North Florida Financial Planning Association. Past adjunct professor, instructing all areas of the
CFP program.
I work with the following types of clients:    Individual Investors, Non-Profit Organizations, Businesses
 

Education

Academic Background
 
BBA Business, University of Memphis
MBA International Business, NSU, Member National Dean's List
CFP Program, College of Financial Planning
Specialty Certificate in Business Transfers, American College
Financial and Retirement Strategy Program, Wharton Business
School
Adjunct professor for the CFP Program
Past President of the North Florida Financial Planning Association
 

Services

Investment Types:    Annuities, Insurance, Stocks, Mutual Funds, Bonds, Alternative Investments, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI)
 

Qualifications & Memberships

Certifications, Accreditations & Designations:    CERTIFIED FINANCIAL PLANNER™ Certificant
Securities Licenses:    Series 24, Series 7, AP, Series 31, Series 63
Insurance and Annuity Licenses:    Annuity, Disability, Life, Variable Annuity, Variable Life, Long Term Care
Financial Organization Memberships:    Paladin Registry, Financial Planning Association (FPA)
 

Compliance

Registered Representative:    Yes
Investment Advisor Representative:    Yes
I am an acknowledged fiduciary:    Yes
Compliance Disclosures in Last 5 years:    I have a clean record
Criminal Disclosures in Last 5 years:    I have a clean record
 

Compensation & Fees

Fee Structure:    I am a fee-based financial professional
Minimum Portfolio Size for New Managed Accounts:    200K
Compensation Methods:    Based on Assets
Fee % Based on Assets:    .5 to 1.1
 
 
 
Prepared By: H. Lee Little, MBA, CFP

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