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Eric Oaks Kallen

HAYEK KALLEN INVESTMENT MANAGEMENT L.L.C.·FAIRHOPE, Alabama
Series 7, Series 63Clean record23 years registeredHAYEK KALLEN INVESTMENT MANAGEMENT L.L.C.
50 SOUTH CHURCH STREET, FAIRHOPE, AL 36532-2350CRD# 2719419Firm CRD# 106454

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Eric Oaks Kallen · FAIRHOPE, AL
Registration
CRD #2719419 · HAYEK KALLEN INVESTMENT MANAGEMENT L.L.C. · 23 years registered
Brand Profile
Not yet started
01

Career History

HAYEK KALLEN INVESTMENT MANAGEMENT L.L.C.
May 2003 – present
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Registration record
First registered · May 7, 2003
Years registered · 23
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
HAYEK KALLEN INVESTMENT MANAGEMENT L.L.C.
CRD 106454 · SEC 801-23973
AUM
$396M
Regulatory assets under management
Employees
3
213 client accounts
Services offered by HAYEK KALLEN INVESTMENT MANAGEMENT L.L.C.
Per Form ADV
Portfolio management (individuals)
Pension consulting
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
View all advisors at HAYEK KALLEN INVESTMENT MANAGEMENT L.L.C. →
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Frequently Asked Questions

What services does Eric Oaks Kallen offer?
Eric Oaks Kallen specializes in Investment Management, Retirement Planning. Contact their office in FAIRHOPE, Alabama for a consultation.
What are Eric Oaks Kallen's credentials?
Eric Oaks Kallen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Eric Oaks Kallen located?
Eric Oaks Kallen is based in FAIRHOPE, Alabama, working with HAYEK KALLEN INVESTMENT MANAGEMENT L.L.C.. Their office serves clients in the FAIRHOPE metropolitan area and surrounding communities.
How does Eric Oaks Kallen charge for services?
Eric Oaks Kallen's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HAYEK KALLEN INVESTMENT MANAGEMENT L.L.C.?
HAYEK KALLEN INVESTMENT MANAGEMENT L.L.C. has approximately 3 employees and manages $396M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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