Jeffrey HamblenCRD Number: 1101452
Current Firm: Global Retirement Partners LLC
Jeffrey Hamblen (CRD# 1101452) is an Investment Advisor Representative working at Global Retirement Partners LLC in Mclean, VA and has over 33 years of experience in the finance industry. Jeffrey Hamblen 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.
David Wealth Management, LLC
Blue Ocean Global Wealth
Palatine Advisors, Inc.
|Global Retirement Partners, LLC||Mclean, CA||Nov 2015 - Current||2|
|Lpl Financial, LLC||Mclean, VA||Nov 2012 - Current||5|
|#ia Mml Investors Services, Inc.||Springfield, MA||Feb 1998 - Nov 2012||14|
|Mml Investors Services, Inc.||Vienna, VA||Jun 1984 - Nov 2012||28|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 1984|
|S65||NASAA Investment Advisors Law Examination||Dec 1997|
Total Assets Under Management26,371MILLIONS
Total Number of Accounts4,693ACCOUNTS
Average Account Value$5,619,285
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, MA, MD, ME, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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