Phillip Hamand is a registered investment advisor at LPL Financial LLC, based in Fort Wayne, IN, with 14 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
116 E. Berry Street, Ste 101, Fort Wayne, IN, 46802
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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.
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Phillip operates under two DBAs for his LPL business: Old National Investments and Old National Wealth Advisors. He also works as an advisor at Old National Bank and owns Meg's Writing Co LLC, dedicating minimal time to each of these roles.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
LPL Financial LLC
Previous Registrations
Key Investment Services LLC
Key Investment Services LLCBroker
State Registrations12 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.