Heath HamptonCRD Number: 2422500
Current Firm: Lpl Financial LLC
Heath Hampton (CRD# 2422500) is an Investment Advisor Representative working at Lpl Financial LLC in Kathleen, GA and has over 25 years of experience in the finance industry. Heath Hampton 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.
Patton Albertson Miller Group, LLC
Royal Alliance Associates, Inc.
Beall Financial Planning, Inc.
|Lpl Financial LLC||Kathleen, GA||Oct 2021 - Current||< 1|
|Facet Wealth||Baltimore, MD||Aug 2019 - Oct 2021||2|
|Self Employed||Macon, GA||Nov 2010 - Aug 2019||8|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 1996|
|S65||NASAA Investment Advisors Law Examination||Sep 1996|
|S66||NASAA Uniform Combined State Law Examination||Jul 2002|
Total Assets Under Management268,834MILLIONS
Total Number of Accounts1,055,189ACCOUNTS
Average Account Value$254,773
- 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)
- Educational seminars/workshops
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
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