James Hendries, LPL Financial Advisor, Huntington Beach, has been in the Orange County financial industry since 1994 – giving him over 25 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 at James.Hendries@lpl.com or call 714.799.0774. ext. 4
A Unique Team
A major determining factor in your ability to work toward your goals, is getting the proper advice. We have been very selective in building our team, and are very proud of the diversity of experience and education that we bring to the table to help you move closer to your goals.
James (Jim) Hendries
Jim is qualified to help you; and as an independent financial services firm located in Orange County, backed by the strength of LPL Financial, he creates objective, customized investment strategies to help build, protect and transfer clients’ wealth. Jim is committed to helping individuals, couples, families, business owners, and companies, to work smarter towards their life goals.
James Hendries, LPL Financial Advisor, Huntington Beach, will never treat you like a number! He will personally take care of you, provide customized financial reviews, and pro-actively watch over your investments through all the stages of retirement and pre-retirement. Jim is just as interested in your well-being as a person, as he is your financial health.
He and his wife Jill, have 3 children; Cooper, Carter, and Avery. Jim spends most of his free time with his family and coaching his sons’ baseball, soccer and basketball teams. Being raised in Orange County, Jim loves the southern California lifestyle of sun, sand, and skiing, and has introduced his children to surfing, skiing and snowboarding.
You’ll see many of Avery’s paintings in Jim’s office. Jim is an active volunteer within the City of Huntington Beach.
E-mail him today or call 714.799.0774 ext. 4.
Sandra Bruner is the Operations Manager for James Hendries, LPL Financial Advisor, Huntington Beach. Jim and Sandra have worked together for the past 11 years. She is the calm voice that answers our phones and adeptly handles all service-related questions or concerns. Sandra processes all client orders and manages transfer paper-work in a timely and concise manner and is Jim’s right hand. Sandra is married and has six grown children and four grandchildren. She is an avid USC football fan and attends games with her husband often.
Dawn Bennett is the Client Relations Manager for James Hendries, LPL Financial Advisor, Huntington Beach. She spends most of her time speaking with clients and friends. Keeping in-touch is her main focus. She cares about everyone with whom she comes in contact. Dawn spent 6 years as Jim’s Administrative Assistant before transitioning to her current position. She and her husband Charles have three children and two dogs. Dawn is active in her Church and enjoys singing in a choir on weekends.
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