Senior Financial Planning Consultant
Current
Aug 2021 - Present
AeroLeads people directory · profile
James Hack, Cfp® Email & Phone Number
Senior Financial Planning Consultant at Raymond James
at
Raymond James
LinkedIn matched
✓ Verified July 2026
3 data sources
Profile completeness 86%
Current company
Role
Senior Financial Planning Consultant at Raymond James
Location
Charlotte, North Carolina, United States
Company size
Who is James Hack, Cfp®? Overview
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Quick answer
James Hack, Cfp® is listed as Senior Financial Planning Consultant at Raymond James at Raymond James, a with 12938 employees, based in Charlotte, North Carolina, United States. AeroLeads shows a matched LinkedIn profile for James Hack, Cfp®.
James Hack, Cfp® previously worked as Senior Financial Planning Consultant at Raymond James and Financial Advisor at Ubs. James Hack, Cfp® holds Bachelor'S Degree, Finance, General from University Of Iowa.
Company email context
Email format at Raymond James
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Raymond James
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Profile bio
About James Hack, Cfp®
- Series 7 / General Securities Rep Exam- Series 66 / Uniform Combined State Law Exam- CERTIFIED FINANCIAL PLANNER™Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the US are subject to the securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Raymond James & Associates, Inc., member New York Stock Exchange/SIPCPlease follow this link to additional disclosure:http://www.raymondjames.com/smrja.htm
Current workplace
James Hack, Cfp®'s current company
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Raymond James
2 roles
James Hack, Cfp® work experience
A career timeline built from the work history available for this profile.
Financial Advisor
Jun 2016 - Aug 2021
Team & coworkers
Colleagues at Raymond James
Other employees you can reach at raymondjames.com. View company contacts for 12938 employees →
SB
Shawn Borgeson
Colleague at Raymond JamesTampa, Florida, United States
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EE
Eryn Elliott
Colleague at Raymond JamesBellaire, Texas, United States
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MD
Mark Degaetano
Colleague at Raymond JamesBoca Raton, Florida, United States
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LS
Lakish Shahakar
Colleague at Raymond JamesAkola, Maharashtra, India
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CP
Cindy Parkinson
Colleague at Raymond JamesRockwall, Texas, United States
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TA
Tanara Archibald
Colleague at Raymond JamesDetroit, Michigan, United States
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LB
Lincoln Badley
Colleague at Raymond JamesCharlotte, North Carolina, United States
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AM
Aaron M.
Colleague at Raymond JamesUnited States
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DB
David Blend Jr.
Colleague at Raymond JamesSt Petersburg, Florida, United States
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EH
E Hamilton
Colleague at Raymond JamesMyrtle Beach, South Carolina, United States
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Shawn Borgeson
Colleague at Raymond JamesTampa, Florida, United States
View →
EE
Eryn Elliott
Colleague at Raymond JamesBellaire, Texas, United States
View →
MD
Mark Degaetano
Colleague at Raymond JamesBoca Raton, Florida, United States
View →
LS
Lakish Shahakar
Colleague at Raymond JamesAkola, Maharashtra, India
View →
CP
Cindy Parkinson
Colleague at Raymond JamesRockwall, Texas, United States
View →
TA
Tanara Archibald
Colleague at Raymond JamesDetroit, Michigan, United States
View →
LB
Lincoln Badley
Colleague at Raymond JamesCharlotte, North Carolina, United States
View →
AM
Aaron M.
Colleague at Raymond JamesUnited States
View →
DB
David Blend Jr.
Colleague at Raymond JamesSt Petersburg, Florida, United States
View →
EH
E Hamilton
Colleague at Raymond JamesMyrtle Beach, South Carolina, United States
View →
1 education record
James Hack, Cfp® education
FAQ
Frequently asked questions about James Hack, Cfp®
Quick answers generated from the profile data available on this page.
What company does James Hack, Cfp® work for?
James Hack, Cfp® works for Raymond James.
What is James Hack, Cfp®'s role at Raymond James?
James Hack, Cfp® is listed as Senior Financial Planning Consultant at Raymond James at Raymond James.
Where is James Hack, Cfp® based?
James Hack, Cfp® is based in Charlotte, North Carolina, United States while working with Raymond James.
What companies has James Hack, Cfp® worked for?
James Hack, Cfp® has worked for Raymond James and Ubs.
Who are James Hack, Cfp®'s colleagues at Raymond James?
James Hack, Cfp®'s colleagues at Raymond James include Shawn Borgeson, Eryn Elliott, Mark Degaetano, Lakish Shahakar, and Cindy Parkinson.
How can I contact James Hack, Cfp®?
You can use AeroLeads to view verified contact signals for James Hack, Cfp® at Raymond James, including work email, phone, and LinkedIn data when available.
What schools did James Hack, Cfp® attend?
James Hack, Cfp® holds Bachelor'S Degree, Finance, General from University Of Iowa.
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