Hamlett Investment Planning
Hamlett Investment Planning (CRD# 118698) is a financial advisory firm headquartered in , . They manage $2,087,500 in 16 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Hamlett Investment Planning
By the Numbers
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Total Assets Under Management2MILLION
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Total Number of Accounts16ACCOUNTS
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Average Account Value$130,469
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, NC
Financial Advisors at Hamlett Investment Planning
1
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.
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