Joseph Hamel, financial advisor Parma Heights OH
73 score

Joseph Hamel

CRD Number: 5384324
Current Firm: Portfolio Medics, LLC

Joseph Hamel (CRD# 5384324) is an Investment Advisor Representative working at Portfolio Medics, LLC in Parma Heights, OH and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Portfolio Medics, LLC Bonita Springs, FL Oct 2015 - Current 1
Hamel Advisory Services, LLC Medina, OH May 2007 - Current 9
Hamel & Associates, Inc. Medina, OH Dec 1994 - Current 22
Horter Investment Management, LLC Cincinnati, OH Aug 2013 - Oct 2015 2
Hamel Advisory Services, LLC Medina, OH Aug 2007 - Dec 2013 6
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jul 2007
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, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Regulatory Event
Get Details on the FINRA Advisor Check site
Contact Info for Joseph W. Hamel
Phone Number: (239) 444-1766
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    56
    MILLIONS
  • Total Number of Accounts
    675
    ACCOUNTS
  • Average Account Value
    $83,195
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, FL, GA, KY, NC, OH, OR, SC, TN, TX

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BADGES
73

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