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Stephen Kelly Hassell

HASSELL WEALTH MANAGEMENT, L.L.C.·HOUMA, Louisiana
SIE, Series 7CFPClean record9 years registeredHASSELL WEALTH MANAGEMENT, L.L.C.
300 LAFAYETTE STREET, HOUMA, LA 70360CRD# 5483545Firm CRD# 297892

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Stephen Kelly Hassell · HOUMA, LA
Registration
CRD #5483545 · HASSELL WEALTH MANAGEMENT, L.L.C. · 9 years registered
Brand Profile
Not yet started
01

Career History

HASSELL WEALTH MANAGEMENT
Oct 2018 – present
LPL FINANCIAL LLC
Jan 2017 – Dec 2018
HOUMA, LA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Registration record
First registered · January 9, 2017
Years registered · 9
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
HASSELL WEALTH MANAGEMENT, L.L.C.
CRD 297892 · SEC 801-114012
AUM
$256M
Regulatory assets under management
Employees
9
919 client accounts
Services offered by HASSELL WEALTH MANAGEMENT, L.L.C.
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at HASSELL WEALTH MANAGEMENT, L.L.C. →
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05

Frequently Asked Questions

What services does Stephen Kelly Hassell offer?
Stephen Kelly Hassell specializes in Financial Planning, Investment Management. Contact their office in HOUMA, Louisiana for a consultation.
What are Stephen Kelly Hassell's credentials?
Stephen Kelly Hassell holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Stephen Kelly Hassell located?
Stephen Kelly Hassell is based in HOUMA, Louisiana, working with HASSELL WEALTH MANAGEMENT, L.L.C.. Their office serves clients in the HOUMA metropolitan area and surrounding communities.
How does Stephen Kelly Hassell charge for services?
Stephen Kelly Hassell'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 HASSELL WEALTH MANAGEMENT, L.L.C.?
HASSELL WEALTH MANAGEMENT, L.L.C. has approximately 9 employees and manages $256M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at HASSELL WEALTH MANAGEMENT, L.L.C.

John Thomas Hassell
HOUMA, LA
ChFC

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Nearby cities in Louisiana
NEW ORLEANS (87)BATON ROUGE (43)LAFAYETTE (28)METAIRIE (27)SHREVEPORT (18)MANDEVILLE (15)COVINGTON (12)MONROE (11)HAMMOND (4)MINDEN (4)
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