Kelvin Lee (CRD# 7510655) is an Investment Advisor Representative working at Hamilton Capital Partners, LLC in Atlanta, GA and has 1 year of experience in the finance industry.
CRD# 7069825
Beacon Global Advisor Network, LLC
CRD# 5338514
Rollins Financial Advisors, LLC
CRD# 5822473
Rockefeller Capital Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Hamilton Capital Partners, LLC | Atlanta, GA | Mar 2022 - Current | 1 |
| Edgewood Partners Insurance Center | Alpharetta, GA | Mar 2020 - Feb 2022 | 1 |
| N/a | N/a, AL | Jan 2012 - Jan 2020 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Apr 2022 |
- GA
-
Total Assets Under Management144MILLIONS
-
Total Number of Accounts359ACCOUNTS
-
Average Account Value$399,728
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Other
GA, TN, TX
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