Career
James Huang has been Secretary of Stancorp Investment Advisers since February 2021. James Huang is a control person of the firm and directly owns under 5% of it.
Stancorp Investment Advisers, Inc. is a Portland, OR firm with $34.5B under management, 96,128 clients and 12 advisers across 2 offices, as of its March 2026 filing.
- – present · 6 yearsEverett, WA · Adviser representative · Firm CRD 110228
Credentials and registrations
Investment adviser representative registrations
| State | Status | Since |
|---|---|---|
| Oregon | Approved | 16 April 2020 |
- Status
- Approved
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 5 November 1999 |
| Series 24 | General Securities Principal Examination | 1 November 1999 |
| Series 7 | General Securities Representative Examination | 19 October 1999 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Principal Examination
- Name
- General Securities Representative Examination
Individual record
- Full name
- James Pei-yuen Huang
- CRD
- 4020305
- Office
- Everett, WA
Disciplinary history is not reported here, in either direction. Check the SEC record.
Common questions
Where does James Huang work?
James Huang has been Secretary of Stancorp Investment Advisers, Inc. since February 2021, and is a control person of the firm.
Is James Huang a financial advisor?
Yes. James Huang has a current investment-adviser registration in Oregon, through Stancorp Investment Advisers since April 2020.
How many years of experience does James Huang have?
James Huang has 19 years in the financial industry, since May 2007, across 1 adviser firm.
What exams has James Huang passed?
James Huang has passed 3 licensing exams: the Series 7, Series 24 and Series 66. The earliest, the Series 7, was passed in October 1999.
Where is James Huang based?
James Huang’s registered office is in Everett, WA.