Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Eugene Hamm is a financial advisor with over 35 years of experience in the industry. William is currently registered with Independent Financial Partners and is licensed to provide financial advice in 52 states and the District of Columbia. William has a wide range of experience in financial planning, investment management, and insurance. William holds Series 6, 7, 22, 24, 26, 63, and 65 licenses. William is also a Certified Financial Planner and a Chartered Financial Consultant. William's specialties include financial planning, investment management, and retirement planning. William's firm, Independent Financial Partners, provides a wide range of services, including financial planning, investment management, insurance, and retirement planning. Independent Financial Partners has approximately $9.8 billion in assets under management.
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.
Personalized portfolio management to meet individual financial objectives.
Non-discretionary investment advice
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.
Percentage of assets under advisement
1
2
FL
09/19/2008 - Present
Independent Financial Partners (TAMPA FL)
FL
09/08/2009 - 05/23/2019
LPL FINANCIAL LLC (TAMPA FL)
FL
04/22/1996 - 09/08/2009
MUTUAL SERVICE CORPORATION (TAMPA FL)
NY
09/03/1993 - 07/17/1996
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
CT
08/20/1992 - 09/24/1993
W. S. GRIFFITH & CO., INC. (HARTFORD CT)
MA
03/07/1988 - 08/05/1992
COMMONWEALTH EQUITY SERVICES, INC. (WALTHAM MA)
NA
02/16/1984 - 02/23/1988
CIGNA SECURITIES, INC.
IA
Issued 01/11/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/10/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/07/2000
Series 24 - General Securities Principal Examination
BC
Issued 04/21/1988
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/29/1996
Series 7 - General Securities Representative Examination
BC
Issued 02/28/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 02/15/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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