Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Hamlin is an Investment Advisor Representative at Kestra Advisory Services, LLC. David has over 35 years of experience in the financial services industry. David is registered with the Securities and Exchange Commission (SEC) and holds Series 6, Series 63, and Series 65 licenses. David is a financial advisor with a focus on developing comprehensive financial plans. David specializes in investment planning, education planning, tax planning, insurance benefits and risk management planning, estate planning and retirement planning. David also offers financial advisory services through Kestra Advisory Services, LLC, including portfolio management, investment research, and client education. David is committed to providing personalized and professional financial advice to help clients achieve their financial goals. David has earned the respect of clients and peers in the financial services industry.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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GA
05/05/2022 - Present
Kestra Advisory Services, LLC (Milledgeville GA)
GA
10/20/1987 - 05/02/2022
CONCOURSE FINANCIAL GROUP SECURITIES, INC. (MILLEDGEVILLE GA)
IA
Issued 02/07/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/30/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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