About Us

James Hendries, LPL Financial Advisor, Huntington Beach, has been in the Orange County financial industry since 1994 – giving him over 20 years’ experience in financial and retirement planning and portfolio management. Jim and his dedicated staff strive to deliver what clients want most – access to a wide range of investments and consistent, risk-adjusted investment returns over time.

Providing our clients with effective investment performance starts with clients understanding that James Hendries, LPL Financial, Inc., Independent Financial Advisor, Huntington Beach, is completely independent. Unfettered by large brokerage house constrictions.

We do not create or use any proprietary investments.
We do not represent any investment company on an exclusive basis.
We are not instructed by a corporate parent company to recommend certain investments.

As an independent business owner, Jim employs a capable and caring staff to meet and exceed your expectations from every call to each visit, and for all your service needs. E-mail him today or call 714.799.0774. ext. 4

Midyear Outlook 2019: What Really Matters in the Markets

Our Midyear Outlook 2019 provides our updated views of current fundamentals and the things that should persist as shorter-term concerns fade, and emphasizes our four primary pillars for fundamental investing—policy, the economy, fixed income, and equities.