Milton Hamer is a CFP-designated registered investment advisor at LPL Financial LLC, based in Baton Rouge, LA, with 22 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
10723 N Oak Hills Pkwy, Bldg A, Baton Rouge, LA, 70810
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Milton acts as a co-trustee for his mother and stepfather, dedicating minimal time to this activity. He also operates Align Wealth Partners as a DBA for his LPL business and Hamer Wealth Management, LLC for tax/investment purposes, both requiring full-time commitments.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Morgan Stanley Dw INC.Broker
State Registrations12 states
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