William Hamm, financial advisor Tampa FL
93 score

William Hamm

CRD Number: 1227713
Current Firm: Lpl Financial LLC

William Hamm (CRD# 1227713) is an Investment Advisor Representative working at Lpl Financial LLC in Tampa, FL and has over 32 years of experience in the finance industry.

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Company Name Location Dates Years
Private Wealth Alliance Tampa, FL Sep 2015 - Current 1
Independent Financial Partners Tampa, FL Mar 2012 - Current 4
Lpl Financial LLC Tampa, FL Sep 2009 - Current 7
William E. Hamm And Associates, Inc. Tampa, FL Aug 1995 - Current 21
Connecticut General Life Ins. Company Tampa, FL Nov 1983 - Current 33
Ralston Purina Co Macon, GA Jun 1979 - Current 37
Mutual Service Corporation Tampa, FL Apr 1996 - Sep 2009 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1984
S65 NASAA Investment Advisors Law Examination Jan 1996
Contact Info for William E. Hamm
Phone Number: 617-423-3644
Firm Website: http://www.lpl.com
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    112,086
    MILLIONS
  • Total Number of Accounts
    531,091
    ACCOUNTS
  • Average Account Value
    $211,049
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
  • Other
Types of Clients
Registered States

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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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