Cambridge Investment Research Advisors
47yrs
Top advisor by experience in Roanoke
29yrs
James Hall has worked in the financial industry for 29 years and is a fiduciary financial advisor based in Roanoke, Virginia. After nine years at Dixon, Hubard, Feinour & Brown, James joined Cary Street Partners in 2022, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 365 advisors with offices in Roanoke, and one of 350 fiduciaries.
At a glance
Experience29 years (since 1997)
How that compares ?Top 18% by experience nationwide
Office601 S. Jefferson Street Suite 410, Roanoke, VA 24011
How the firm is paid ?Percent of assets, Hourly, Flat fee, Performance fee, Other
Typical client at the firm ?$1.34 million
Advisors at the firm122
States licensed ?1 state
Services through Cary Street Partners
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
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
- 2022 – nowCary Street PartnersCurrent firm
- 2013 – 2022Dixon, Hubard, Feinour & Brown, Inc.Previously
Contact James
Local office(540) 343-9903Ask for James. (804) 340-8100Main office · Richmond, VA 601 S. Jefferson Street Suite 410Roanoke, VA 24011Office · Get directions LinkedIn pageCary Street Partners
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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?
- Your firm can charge performance-based fees. Would that apply to me?
- 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?
My notes and scorecard
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About James
How do I contact James?
Call James’s local office at (540) 343-9903 or the Cary Street Partners main office at (804) 340-8100, and ask for James Hall.
How long has James been a financial advisor?
James has been in the industry since 1997, about 29 years. Top 18% 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?
Cary Street Partners reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, a share of investment gains, other 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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