Osaic Wealth
43yrs
Top advisor by experience in Huntington Beach
33yrs
James Hendries is a financial advisor in Huntington Beach, California, with 33 years in the industry. James joined LPL Financial in 2010, a firm offering financial planning, investment management, and educational workshops. LPL Financial reports being paid through a percentage of assets, hourly fees, and flat fees.
At a glance
Experience33 years (since 1993)
How that compares ?Top 10% by experience in California
Office7777 Center Ave #120, Huntington Beach, CA 92647
FirmLPL Financial
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$399,489
Advisors at the firm23,459
States licensed ?2 states
Services through LPL Financial
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational 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.
Series 63Uniform Securities Agent State Law Examination
Career
- 2010 – nowLPL Financial LLCCurrent firm
Contact James
Local office(714) 799-0774Ask for James. (704) 733-3300Main office · Fort Mill, SC 7777 Center Ave #120Huntington Beach, CA 92647Office · Get directions Facebook pageLPL Financial
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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?
- 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?
- 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 James’s local office at (714) 799-0774 or the LPL Financial main office at (704) 733-3300, and ask for James Hendries.
How long has James been a financial advisor?
James has been in the industry since 1993, about 33 years. Top 10% by experience in California.
What licenses does James hold?
Series 63. Tap any license on this page to see what it allows.
Is James a fiduciary?
James is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is James paid?
LPL Financial 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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