Merrill
47yrs
Top advisor by experience at Merrill
37yrs
James Hall is a fiduciary financial advisor in Wilmington, Delaware, with 37 years in the industry. After five years at LPL Financial, James joined Affinity Wealth Management in 2003, a firm offering financial planning, investment management, and private fund management. James holds the CFP® designation.
One of 447 advisors with offices in Wilmington, and one of 410 fiduciaries.
At a glance
Experience37 years (since 1989)
How that compares ?Top 6% by experience nationwide
Office2751 Centerville Road Suite 110, Wilmington, DE 19808
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$1.34 million
Advisors at the firm7
States licensed ?1 state
Services through Affinity Wealth Management
Financial planningInvestment management for individuals and small businessesManaging private fundsRetirement plan consulting
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2003 – nowAffinity Wealth Management LLCCurrent
- 1997 – 2003LPL Financial LLCPreviously
Contact James
(302) 652-6767Affinity Wealth Management main office 2751 Centerville Road Suite 110Wilmington, DE 19808Office · Get directions YouTube channelAffinity Wealth Management
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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?
- What does a financial plan with you include, and how often is it updated?
- 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 Affinity Wealth Management at (302) 652-6767 and ask for James Hall. James works from the Wilmington, DE office.
How long has James been a financial advisor?
James has been in the industry since 1989, about 37 years. Top 6% by experience nationwide.
What licenses does James hold?
Series 63, Series 65. 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?
Affinity Wealth Management reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. 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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