Heath Hampton is a CFP-designated registered investment advisor at Boldin Advisors, based in Kathleen, GA, with 13 years of industry experience. Heath operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Retirement Planning. Their firm serves 821 clients.
Compensation
Firm Size
IM Fee
Fee Structure
Boldin Advisors offers ongoing financial planning engagements for up to $6,000 annually. The fee may be negotiable based on the scope and complexity of services.
Boldin Advisors offers fixed financial planning engagements for up to $6,000. The fee may be negotiable based on the nature and complexity of the services.
Location
Kathleen, GA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Boldin Advisors
Previous Registrations
Origin Investment Advisory LLC
Ndvr
LPL Financial LLC
Facet Wealth, INC
Wells Fargo Advisors, LLC
Banc of America Investment Services, INC.
Suntrust Investment Services, INC.
Fisher Investments
Suntrust Investment Services, INC.
Suntrust Securities, INC.
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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