Philip Hammond, financial advisor Columbus OH

Philip Hammond

CRD Number: 1422542
Current Firm: Trendcalc Dynamics

Philip Hammond (CRD# 1422542) is an Investment Advisor Representative working at Trendcalc Dynamics in Columbus, OH and has over 37 years of experience in the finance industry. Philip Hammond 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 put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Trendcalc Capital Management, LLC Delaware, OH Nov 2017 - Current 6
Trendcalc Capital Management, LLC Delaware, OH Dec 2016 - Current 7
Securities America, Inc. Columbus, OH Jan 2009 - Current 15
Independent Insurance Agent Columbus, OH Jan 1990 - Current 34
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
Disclosure Information

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
Contact Info for Philip S. Hammond
Phone Number: 614-300-7390
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    28
    MILLIONS
  • Total Number of Accounts
    169
    ACCOUNTS
  • Average Account Value
    $166,272
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

OH

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