Milton Hamer III, CFP, financial advisor Baton Rouge LA

Milton Hamer III, CFP

Align Wealth Partners

CRD Number: 4637727
Current Firm: Lpl Financial LLC
Compensation Model: Both

Milton Hamer (CRD# 4637727) is an Investment Advisor Representative working at Lpl Financial LLC in Baton Rouge, LA and has over 14 years of experience in the finance industry. Milton Hamer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.

CONTACT
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Professional Designations
Company Name Location Dates Years
Lpl Financial LLC Baton Rouge, LA Sep 2005 - Current 15
Morgan Stanley Baton Rouge, LA Feb 2003 - Aug 2005 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2003
S7 General Securities Representative Examination (GS) Jul 2003
S31 Futures Managed Funds Examination Feb 2004
Contact Info for Milton Hamer III, CFP
Phone Number: 704-733-3300
Advisor Website: http://www.align-wealth.com
Registered State(s):
  • LA
  • TX
  • AL
  • CA
  • FL
  • GA
  • OH
  • SC
By the Numbers
  • Total Assets Under Management
    207,793
    MILLIONS
  • Total Number of Accounts
    892,326
    ACCOUNTS
  • Average Account Value
    $232,867
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Firm Disclaimer:

Securities and Advisory Services offered through LPL Financial a Registered Investment Advisor, member FINRA/SIPC.

Securities and Financial Planning offered through LPL Financial a Registered Investment Advisor, member FINRA/SIPC.

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Data verified by both the advisor and the public regulatory data.

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