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Michael Hampton

Advisor at Edward Jones

Updated today

Location

Martin, TN 38237

Credentials

Series 63, Series 66

Industry experience

21 years

About

Michael Hampton is a financial advisor with Edward Jones in Martin, Tennessee. He holds Series 63 and Series 66 licenses and has 21 years of industry experience, including over two decades at Edward Jones. Outside of his advisory role, he serves as a substitute preacher at the Lebanon Church of Christ and is a financial partner in a women’s and children’s clothing business. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad range of financial needs. The firm manages approximately $1.01 trillion in assets with a nationwide network of more than 23,700 advisors, offering both discretionary and non-discretionary investment strategies under a fiduciary standard.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Edward Jones

Wealth management Tax-loss harvesting Multi-generational wealth transfer

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

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Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

403 S Lindell Street

Martin, TN 38237

Most active in

Tennessee · Texas

Work history

Edward Jones

2004 - Present (22 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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Robert V

ChFC®, Series 63

Fulton, KY

Silver Oak Securities, Incorporated

Robert Voegeli is a ChFC® credentialed financial advisor at Silver Oak Securities, Incorporated with 49 years of industry experience. He has been with Silver Oak Securities since 2006 and has a longstanding career with Connecticut Mutual Life Insurance dating back to 1976. Outside of his advisory role, he operates Financial Service Associates, a business involved in the sales and service of insurance and investment products. Silver Oak Securities, Inc. provides advisory services to individuals, families, corporations, retirement plans, and charitable organizations, managing approximately $2.03 billion in discretionary assets. The firm offers customized portfolio management, unified managed account programs, financial planning, and solutions for held-away retirement plan assets, delivering investment advice primarily on a discretionary basis.

Charitable giving & philanthropy Executive Founder/Business Owner HENRY (High Earners, Not Rich Yet)
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Emily S

Series 65

Union City, TN

The Burney Company

Emily Stokes is a financial advisor at The Burney Company with one year of industry experience. She holds a Series 65 designation and has prior work history at Union City Eye Care, PC, The Citizens Bank of Hickman, KY, and Greenfield Banking Company. The Burney Company serves primarily individual investors, including high net worth clients, and manages accounts for small businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm uses proprietary fundamental and quantitative models in its investment approach and offers discretionary equity portfolio management, financial planning, and affiliated tax preparation services.

Active portfolio management Concentrated stock management Options & derivatives strategies Founder/Business Owner Retired
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John D

Series 65

Union City, TN

The Burney Company

John Drerup is a financial advisor with The Burney Company, holding a Series 65 designation and over 21 years of industry experience. He has been with The Burney Company since 2004. Outside of his advisory role, he manages Maverick Investments, LLC, overseeing company investments and business operations. The Burney Company serves primarily individual investors, including high net worth clients, as well as small businesses, pension plans, trusts, estates, and charitable organizations. The firm manages approximately $3.59 billion in discretionary assets and employs a multi-team platform that offers discretionary equity portfolio management, financial planning, and affiliated tax preparation services.

Active portfolio management Concentrated stock management Options & derivatives strategies Founder/Business Owner Retired
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Roger W

Series 63, Series 65

Union City, TN

Centaurus Financial, Inc.

Roger Walker is a financial advisor with Centaurus Financial, Inc., holding Series 63 and Series 65 licenses and 16 years of industry experience. He has worked at Centaurus Financial since 2018 and previously held roles at Csenge Advisory Group, FSC Securities Corp, and The Retirement Group, LLC. Outside of advisory services, he owns a consulting business that provides marketing services to small businesses using digital advertising techniques. Centaurus Financial, Inc. offers advisory services through a network of independent representatives to individuals, families, small businesses, and institutions. The firm provides financial planning, asset management, access to third-party managers, and retirement-plan advisory services, employing both fundamental and technical analysis alongside model portfolios and tax overlay strategies.

Income planning Social Security optimization College savings (529s, UTMA, etc.) Founder/Business Owner Retired
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Bradley H

Series 66

Union City, TN

LPL Financial

Bradley Harris is a financial advisor at LPL Financial with a Series 66 designation and one year of industry experience. He previously worked at Security Bank and Trust Company for seven years and Reelfoot Bank for six years. LPL Financial provides advisory and brokerage services to a wide range of clients, including individual investors, retirement plan sponsors, banks, and high-net-worth households. The firm offers various delivery options such as financial planning, model-portfolio advisory programs, and third-party asset management, supported by an in-house research team that develops diversified and alternative investment strategies.

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Dalton L

CFP®, Series 66

Union City, TN

Edward Jones

Dalton Lewis is a CFP® with nine years of experience, currently serving as a financial advisor at Edward Jones in Union City, TN. He has been with Edward Jones since 2016, with a brief period of unemployment in 2015-2016. Outside of his advisory role, he manages and maintains a commercial office building rental property. Edward Jones is a full-service wealth management firm that serves individual and institutional clients through a nationwide network of more than 23,700 financial advisors, offering a range of advisory programs and affiliated investment products under a fiduciary standard.

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