Unclaimed Profile

Kenneth Carl Nelson

HAMILTON POINT INVESTMENT ADVISORS, LLC·CHAPEL HILL, North Carolina

Series 7, Series 63, Series 65Clean record6 years registeredHAMILTON POINT INVESTMENT ADVISORS, LLC

100 EUROPA DRIVE, CHAPEL HILL, NC 27517CRD# 3225728Firm CRD# 144534

Profile Verification

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

Identity

Kenneth Carl Nelson · CHAPEL HILL, NC

Registration

CRD #3225728 · HAMILTON POINT INVESTMENT ADVISORS, LLC · 6 years registered

Brand Profile

Not yet started

Career History

HAMILTON POINT INVESTMENT ADVISORS, LLC

Feb 2020 – present

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · February 3, 2020

Years registered · 6

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

HAMILTON POINT INVESTMENT ADVISORS, LLC

CRD 144534 · SEC 801-68186

AUM

$935M

Regulatory assets under management

Employees

780 client accounts

Services offered by HAMILTON POINT INVESTMENT ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Market timing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at HAMILTON POINT INVESTMENT ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Kenneth Carl Nelson offer?

Kenneth Carl Nelson specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in CHAPEL HILL, North Carolina for a consultation.

What are Kenneth Carl Nelson's credentials?

Kenneth Carl Nelson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kenneth Carl Nelson located?

Kenneth Carl Nelson is based in CHAPEL HILL, North Carolina, working with HAMILTON POINT INVESTMENT ADVISORS, LLC. Their office serves clients in the CHAPEL HILL metropolitan area and surrounding communities.

How does Kenneth Carl Nelson charge for services?

Kenneth Carl Nelson's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is HAMILTON POINT INVESTMENT ADVISORS, LLC?

HAMILTON POINT INVESTMENT ADVISORS, LLC has approximately 11 employees and manages $935M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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