Joseph HamelCRD 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.
Strategic Wealth Partners, Ltd.
Michael Brady & Company, LLC
|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|
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
Total Assets Under Management56MILLIONS
Total Number of Accounts675ACCOUNTS
Average Account Value$83,195
- 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
- Selection of other advisers (including private fund managers)
AZ, CA, FL, GA, KY, NC, OH, OR, SC, TN, TX
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