Philip Hammond (CRD# 1422542) is an Investment Advisor Representative working at Trendcalc Dynamics in Columbus, OH and has over 38 years of experience in the finance industry. Philip Hammond has taken additional exams to become a Certified Financial Planner (CFP®).
CRD# 2483337
Stratos Wealth Partners, Ltd
CRD# 5207204
Shuttleworth & Company
CRD# 5706352
Inspire Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Osaic Wealth, Inc. | Columbus, OH | Jun 2024 - Current | < 1 |
Trendcalc Capital Management, LLC | Delaware, OH | Nov 2017 - Current | 6 |
Trendcalc Capital Management, LLC | Delaware, OH | Dec 2016 - Current | 7 |
Independent Insurance Agent | Columbus, OH | Jan 1990 - Current | 34 |
Securities America, Inc. | Columbus, OH | Jan 2009 - Jun 2024 | 15 |
Securities America Advisors, Inc. | Columbus, OH | Apr 2017 - Jan 2020 | 2 |
Trendency Capital Management, LLC | Dublin, OH | Sep 2011 - Nov 2017 | 6 |
Advisory & Retirement Planning, LLC | Dublin, OH | Mar 2009 - Jul 2017 | 8 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jun 1986 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- OH
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Total Assets Under Management31MILLIONS
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Total Number of Accounts154ACCOUNTS
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Average Account Value$201,299
- A percentage of assets under your management
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- Portfolio management for individuals and/or small businesses
- Pension consulting services
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OH
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