Kelli Hampton, financial advisor Hyannis MA
93 score

Kelli Hampton

CRD Number: 3027425
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Kelli Hampton (CRD# 3027425) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Hyannis, MA and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Merrill Lynch, Pierce, Fenner & Smith Incorporated Hyannis, MA Sep 2013 - Current 3
Cooperative Bank Of Cape Cod Hyannis, MA Jan 2013 - Aug 2013 < 1
Unemployed Mashpee, MA May 2012 - Jan 2013 < 1
Pottery Barn Mashpee, MA Apr 2012 - May 2012 < 1
Unemployed Mashpee, MA Mar 2012 - Apr 2012 < 1
Mercer Securities Norwood, MA Sep 2002 - Mar 2012 9
Mmc Securities Corp. Andover, MA May 2006 - Dec 2006 < 1
Mercer Human Resource Services Andover, MA May 2006 - Dec 2006 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2003
S65 NASAA Investment Advisors Law Examination Jul 1999
Contact Info for Kelli Hampton
Phone Number: 800-637-7455
Registered State(s):
  • CT
  • TX
By the Numbers
  • Total Assets Under Management
    575,342
    MILLIONS
  • Total Number of Accounts
    1,715,259
    ACCOUNTS
  • Average Account Value
    $335,425
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 pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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