Unclaimed Profile

Ian Alexander Hamre

HARRISON & COMPANY WEALTH MANAGEMENT, LLC·ROANOKE, Virginia

Series 65Clean record12 years registeredHARRISON & COMPANY WEALTH MANAGEMENT, LLC

2008 STEPHENSON AVE, ROANOKE, VA 24014CRD# 6312620Firm CRD# 150248

Profile Verification

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

Identity

Ian Alexander Hamre · ROANOKE, VA

Registration

CRD #6312620 · HARRISON & COMPANY WEALTH MANAGEMENT, LLC · 12 years registered

Brand Profile

Not yet started

Career History

MERCER GLOBAL ADVISORS INC.

Aug 2022 – present

HCO PRIVATE WEALTH

Aug 2014 – Feb 2023

ROANOKE, VA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · August 15, 2014

Years registered · 12

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

HARRISON & COMPANY WEALTH MANAGEMENT, LLC

CRD 150248 · SEC 801-113914

AUM

$166M

Regulatory assets under management

Employees

595 client accounts

Services offered by HARRISON & COMPANY WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at HARRISON & COMPANY WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Ian Alexander Hamre offer?

Ian Alexander Hamre specializes in Financial Planning, Investment Management. Contact their office in ROANOKE, Virginia for a consultation.

What are Ian Alexander Hamre's credentials?

Ian Alexander Hamre is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Ian Alexander Hamre located?

Ian Alexander Hamre is based in ROANOKE, Virginia, working with HARRISON & COMPANY WEALTH MANAGEMENT, LLC. Their office serves clients in the ROANOKE metropolitan area and surrounding communities.

How does Ian Alexander Hamre charge for services?

Ian Alexander Hamre's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is HARRISON & COMPANY WEALTH MANAGEMENT, LLC?

HARRISON & COMPANY WEALTH MANAGEMENT, LLC has approximately 5 employees and manages $166M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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