Hamlett Investment Planning

Hamlett Investment Planning (CRD# 118698) is a financial advisory firm headquartered in , . They manage $2,827,781 in 23 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    3
    MILLION
  • Total Number of Accounts
    23
    ACCOUNTS
  • Average Account Value
    $122,947
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NC

Financial Advisors at Hamlett Investment Planning
Showing 1 - 1 of 1 top financial advisors.
1
James E. Hamlett
CRD#: 1159023
129 W. Belle St, Henderson, NC 27536
93
Wealthminder
score

James Hamlett (CRD# 1159023) is an Investment Advisor Representative working at Hamlett Investment Planning in Henderson, NC and has over 33 years of experience in the finance industry.

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