Unclaimed
John Hampton is an investment advisor representative with &partners, based in Olympia, WA. John has been in the industry since 1999 and has worked with clients in multiple states. John is a licensed investment advisor and has been registered with FINRA and the SEC for several years. John has extensive experience in portfolio management and financial planning, and he offers a range of services to individual and institutional clients. John specializes in retirement planning, college savings, and investment management. John's goal is to help clients achieve their financial goals, whether they are saving for retirement, buying a home, or planning for their children's education.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Portfolio manager selection, furnish advice not involving securities, research report services, 1042 portfolio construction
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.
Earned based on transactions or products sold.
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.
Trans fee, service charges; 12b-1; money market trls; bdsp
1
2
WA
06/28/2024 - Present
&partners (Olympia WA)
WA
05/19/2023 - 07/05/2024
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (OLYMPIA WA)
WA
01/03/2011 - 05/19/2023
WELLS FARGO CLEARING SERVICES, LLC (OLYMPIA WA)
WA
06/04/2003 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (LACEY WA)
MO
08/14/1999 - 06/19/2003
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
BOTH
Issued 10/02/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/19/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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