Milton Henry Hamer

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 09/2005 → Present
  Lpl Financial Llc
  Baton Rouge, LA

Other Businesses

1. 12/3/2013: ACT IN A FIDUCIARY CAPACITY - CO-TRUSTEE FOR MOTHER AND STEPFATHER. - TIME SPENT 1%. 2. 10/21/2017 - Align Wealth Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - start date 10/19/2017 - 160 hours per month during securities trading. 3. 11/10/2017 - Hamer Wealth Management, LLC - Not Investment Related - Home Based - Business Entity For Tax/Investment Purposes Only - 160 Hours Per Month/120 Hours During Securities Trading - Started 01/01/2012.

Exams

• S66 Uniform Combined State Law Examination
  2003-05-07

Designations

• Certified Financial Planner