Unclaimed Profile

William Eugene Hamm

IFP ADVISORS, LLC·TAMPA, Florida

SIE, Series 6, Series 7, Series 22, Series 24, Series 26, Series 63, Series 65CFP ChFCClean record30 years registeredIFP ADVISORS, LLC

3030 NORTH ROCKY POINT DRIVE WEST, TAMPA, FL 33607CRD# 1227713Firm CRD# 125112

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

William Eugene Hamm · TAMPA, FL

Registration

CRD #1227713 · IFP ADVISORS, LLC · 30 years registered

Brand Profile

Not yet started

About

William Eugene Hamm is a financial advisor with IFP Advisors, LLC, located in Tampa, Florida. His CRD number is 1227713. Specific credentials and specialties were not provided in the available information.

Career History

INDEPENDENT FINANCIAL PARTNERS

Jun 1996 – present

LPL FINANCIAL LLC

Jul 2016 – Sep 2018

TAMPA, FL

LPL FINANCIAL LLC

Sep 2009 – Oct 2015

TAMPA, FL

WILLIAM E. HAMM & ASSOCIATES,INC

Jun 1996 – Dec 2005

TAMPA, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 22

Series 24

Series 26

Series 63

Series 65

Registration record

First registered · June 6, 1996

Years registered · 30

Professional designations · CFP, ChFC

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

IFP ADVISORS, LLC

CRD 125112 · SEC 801-69511

AUM

$9.8B

Regulatory assets under management

Employees

267

37,391 client accounts

Services offered by IFP ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at IFP ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does William Eugene Hamm offer?

William Eugene Hamm specializes in Financial Planning, Investment Management. Contact their office in TAMPA, Florida for a consultation.

What are William Eugene Hamm's credentials?

William Eugene Hamm holds the following professional designations: CFP, ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is William Eugene Hamm located?

William Eugene Hamm is based in TAMPA, Florida, working with IFP ADVISORS, LLC. Their office serves clients in the TAMPA metropolitan area and surrounding communities.

How does William Eugene Hamm charge for services?

William Eugene Hamm's firm is compensated through percentage of aum, hourly charges, subscription fees, other: percentage of assets under advisement. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is IFP ADVISORS, LLC?

IFP ADVISORS, LLC has approximately 267 employees and manages $9.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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