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Jeffrey Hamm

Advisor at LPL Financial

Updated today

Location

Moss Point, MS 39563

Credentials

Series 63, Series 66

Industry experience

26 years

About

Jeffrey Hamm is a financial advisor at LPL Financial with 26 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at Cuna Brokerage Services, Inc. and Cuna Mutual Group for 17 years. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, banks, institutions, charities, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and delivers services through a large network of investment adviser representatives.

Client services

Based on LPL Financial

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Financial

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting

Occupation focus

Based on LPL Financial

Founder/Business Owner Retired

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Fee options

Fixed

Financial planning and consulting services may be charged a flat fee as negotiated.

Commissions

Brokerage services include commissions, markups, markdowns, and transaction charges; commissions may apply to mutual funds, variable annuities, and other products.

Project-based

Financial planning hourly fees up to $500 per hour.

Other

Fee-only: Financial planning fees typically range up to $15,000, or up to $500 per hour; fees are negotiated and may be flat or hourly.

Location

6012 Highway 63

Moss Point, MS 39563

Most active in

Mississippi

Work history

LPL Financial

2022 - Present (4 years)

Cuna Brokerage Services, Inc.

2005 - 2022 (17 years)

Cuna Mutual group

2005 - 2022 (17 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Wealth management Retirement plans for business owners (SEP, solo 401k) Active portfolio management Passive / index investing
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Annuities Retirement plans for business owners (SEP, solo 401k) Wealth management Cash flow / budgeting
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Victor A

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Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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