Joseph HamelineCRD Number: 3100086
Current Firm: Raymond James & Associates, Inc.
Joseph Hameline (CRD# 3100086) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Burlington, VT and has over 19 years of experience in the finance industry.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
People's Securities, Inc.
Lpl Financial LLC
|Raymond James & Associates||South Burlington, VT||Jan 2016 - Current||2|
|Ubs Financial Services Inc.||South Burlington, VT||Jul 2013 - Jan 2016||2|
|Ubs Financial Services||S. Burlington, VT||Jul 2005 - Jul 2013||8|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 1998|
|S65||NASAA Investment Advisors Law Examination||Sep 1998|
Total Assets Under Management91,401MILLIONS
Total Number of Accounts317,837ACCOUNTS
Average Account Value$287,573
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
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