James Hamlett (CRD# 1159023) is an Investment Advisor Representative working at Hamlett Investment Planning in Morrisville, NC and has over 40 years of experience in the finance industry.
CRD# 2651246
Ae Wealth Management, LLC
CRD# 1158688
Townsend Asset Management Corp.
CRD# 1587979
Raymond James & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Hamlett Investment Planning | Henderson, NC | Sep 1983 - Current | 40 |
| Raymond James Financial Services, Inc. | Oxford, NC | Jun 1983 - Current | 40 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1983 |
| S65 | NASAA Investment Advisors Law Examination | Dec 1999 |
- FL
- NC
-
Total Assets Under Management2MILLIONS
-
Total Number of Accounts16ACCOUNTS
-
Average Account Value$130,469
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
FL, NC
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