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Eric John Hamel

One Capital Management, LLC

Westlake Village, CA

CRD 4818012

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Employer firm

One Capital Management, LLC CRD 114861

$8.53B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Pension consulting

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

Current Employers
One Capital Management, Llc

3075 Townsgate Road Suite 350, Westlake Village, CA 91361 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2020-01-14
  • CA RA
    APPROVED
    Since 2020-01-14

Branch Locations

3075 Townsgate Road Suite 350, Westlake Village, CA 91361 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Gregory Telge (The Telge Companies) Manchester NH 04/2006 11/2016
Northwestern Mutual Investment Services, Llc Manchester NH 04/2006 11/2016
Pure Financial Advisors, Inc. San Diego CA 12/2016 06/2019
Beacon Pointe Wealth Advisors, Llc Santa Barbara CA 07/2019 12/2019
Beacon Pointe Advisors, Llc Santa Barbara CA 07/2019 12/2019
One Capital Management, Llc Westlake Village CA 01/2020 Present
Previous Registrations
Other Businesses

1. 80% OWNER, BB4L REALTY, LLC, 72 Greeley St, Hudson, NEW HAMPSHIRE, 03051, INVESTMENT PROPERTY, START DATE: 07/13/2016, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, 80% MANAGING MEMBER OF LLC; OWNING AND MANAGING REAL ESTATE. 2. DUPLEX AT 55 TALENT ROAD, LITCHFIELD, NH 03052. - NON-INVESTMENT RELATED, LANDLORD APPROX. 4/HRS A MONTH NOT DURING TRADING HOURS.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-11-04
  • S66 Uniform Combined State Law Examination
    2004-11-04
Designations
  • Certified Financial Planner

View on SEC IAPD

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