Marci Piddington Hansen

Employer firm

Hamilton Point Investment Advisors, LLC CRD 144534

$1.21B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2016 → 11/2024
  Founders Wealth Advisors, Llc (Founders Financial Alliance, Llc)
  Chapel Hill, NC
• 04/2007 → 09/2016
  Homemaker/Stay-At-Home Mom
  Durham, NC
• 09/2016 → 11/2024
  Lpl Financial, Llc
  Raleigh, NC
• 12/2024 → Present
  Hamilton Point Investment Advisors, Llc
  Chapel Hill, NC
• 11/2020 → 11/2024
  Asset Insure, Inc.
  Raleigh, NC

Previous Registrations

• 2018-03-01 → 2024-11-20
  Founders Financial Alliance, Llc
  Chapel Hill, NC
• 2004-01-01 → 2007-06-12
  Wells Fargo Investments, Llc
  Walnut Creek, CA
  Walnut Creek, CA

Exams

• S66 Uniform Combined State Law Examination
  2017-09-30

Other Names

• Marci Ann Piddington
• Marci Ann Piddington-Hansen
• Marci Ann Hansen