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
By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    16
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

FL, NC

Financial Advisors at Hamlett Investment Planning
Showing 1 - 1 of 1 top financial advisors.
1
James Hamlett, financial advisor Morrisville NC
James E. Hamlett
CRD#: 1159023
Morrisville, NC

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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