Supreme Alliance
47yrs
Top advisor by experience in Charlotte
25yrs
James Hack has worked in the financial industry for 25 years and is a fiduciary financial advisor based in Charlotte, North Carolina. James has been with Raymond James & Associates since 2021; before that, James spent seven years at UBS Financial Services and three years at Merrill. Raymond James & Associates offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 4491 advisors with offices in Charlotte, and one of 4159 fiduciaries.
At a glance
Experience25 years (since 2001)
How that compares ?Top 21% by experience in Charlotte
OfficeCharlotte, NC
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions
Typical client at the firm ?$788,879
Advisors at the firm5,796
States licensed ?1 state
Services through Raymond James & Associates
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2021 – nowRaymond James & Associates, Inc.Current firm
- 2014 – 2021UBS Financial Services Inc.Previously
- 2011 – 2014MerrillPreviously
Contact James
Charlotte, NCOffice · Get directions Firm main line(727) 567-1000Headquarters: Raymond James & Associates · St. Petersburg, FL Firm websitewww.alexbrown.comIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask James
Tailored to James’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About James
How do I contact James?
Call Raymond James & Associates at (727) 567-1000 and ask for James Hack. James works from the Charlotte, NC office.
How long has James been a financial advisor?
James has been in the industry since 2001, about 25 years. Top 21% by experience in Charlotte.
What licenses does James hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is James a fiduciary?
James is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is James paid?
Raymond James & Associates reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products. Ask James for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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