JH
JH

Joseph Hameline

27 Years of Experience
Burlington, VT
Broker

Joseph Hameline is a registered investment advisor at Raymond James & Associates, INC., based in Burlington, VT, with 27 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

40 Main Street, Suite 400, Burlington, VT, 05401

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Joseph owns rental real estate property since 2022. He dedicates a few hours per week to this investment-related activity.

Employment History
Current Registrations
Raymond James & Associates, INC.
January 2016 - Present · 10 yrs 4 mos
Raymond James & Associates, INC.Broker
January 2016 - Present · 10 yrs 4 mos
Previous Registrations
UBS Financial Services INC.
July 2005 - January 2016 · 10 yrs 6 mos
UBS Financial Services INC.Broker
July 2005 - January 2016 · 10 yrs 6 mos
Morgan Stanley
November 1998 - August 2005 · 6 yrs 9 mos
Morgan Stanley Dw INC.Broker
September 1998 - August 2005 · 6 yrs 11 mos
State Registrations29 states
AKAZCACOCTDCDEFLIDILINKSMAMEMIMTNCNHNJNYORPASCTNTXVAVTWAWI
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.