Invested Better
Unclaimed

Unclaimed

Unclaimed

Eric Oaks Kallen

Hayek Kallen Investment Management LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Eric? Claim Your Profile

About Eric Oaks Kallen

Eric Oaks Kallen is an investment advisor representative who is currently registered with Hayek Kallen Investment Management LLC. Eric has been in the industry since 1997 and is registered with the state of Alabama, Texas, and Virginia. Eric has a Series 7 and a Series 63 license. Hayek Kallen Investment Management LLC provides advisory services for individuals and pooled investment vehicles. They primarily work with high-net-worth individuals, with a smaller portion of their clients being individuals other than high-net-worth. The firm also works with pension and profit-sharing plans, and corporations or other businesses.

Firm Information

Eric Kallen is currently registered with Hayek Kallen Investment Management LLC. Hayek Kallen Investment Management LLC is an investment advisor registered with the SEC and located in Fairhope, AL. The firm provides portfolio management for individuals and pooled investment vehicles. They manage approximately $396.36 million in regulatory assets under management and have 213 accounts. Their clients include high-net-worth individuals, individuals other than high-net-worth, pension and profit-sharing plans, and corporations or other businesses.
Hayek Kallen Investment Management LLC

50 SOUTH CHURCH STREET

FAIRHOPE, AL 36532-2350

$396.36M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

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.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Eric Kallen’s Registration & Firm History

VA

07/26/2012 - Present

Hayek Kallen Investment Management LLC (CHARLOTTESVILLE VA)

NY

10/06/1997 - 11/08/2002

MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)

Not sure if Eric Oaks Kallen is right for you?

Licenses & Designations

BC

Issued 04/14/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/04/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Eric Oaks Kallen.
Not sure if Eric Oaks Kallen is right for you?