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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Hamlin is an investment advisor representative at Epiq Capital Group, LLC. John has been in the industry since 2012 and holds a Series 65 license. John works with a range of clients, including high-net-worth individuals and pooled investment vehicles. John's areas of expertise include portfolio management for individuals, businesses, and pooled investment vehicles. John also specializes in the selection of other advisors.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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CA
09/04/2023 - Present
Epiq Capital Group, LLC (SAN FRANCISCO CA)
IA
Issued 09/02/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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