Karl L. Hambrecht

Employer firm

Flagship Wealth Advisors, LLC. CRD 131962

$749M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting

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

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

Current Employers

Employment History

• 08/1990 → Present
  Royal Alliance Associates, Inc.
  Topsfield, MA

Other Businesses

1) KARL L HAMBRECHT DBA HAMBRECHT ASSOCIATES POSITION: Owner - NATURE: Sole Proprietorship - INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 10 START DATE: 08/01/1976 ADDRESS: 139 Indian Hill Street West Newbury, MA 01985, West Newbury MA 01985, United States DESCRIPTION: Independent Insurance Agent. I am licensed for all lines but I primarily sell life, disability and health insurance. Also variable annuities. 2) KARL L HAMBRECHT; INVESTMENT RELATED; 139 INDIAN HILL STREET WEST NEWBURY MA 01985; OWNER; STARTED 01/12/1978; 15 HRS/MTH; 15 HRS/MTH DURING ST HOURS; REFERRAL TO ATTORNIES FOR TRUST RELATED SERVICES. 3) TRUSTEE POSITION: trustee NATURE: solo 401k qualified retirement plan, family revocable trust INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 01/01/1978 ADDRESS: 139 Indian Hill St., West Newbury MA 01985, United States DESCRIPTION: I am a trustee of my own retirement plan. I am a trustee along with my two sisters of our revocable trust FBO my sisters and me. The trust owns am Osaic Wealth brokerage account that I am the advisor on. The trust also owns some vacation property that is occasionally rented to others and some personal use. I assist my sister with the management of the rentals. This activity is completely separate from my securities business. 4) THE CHAMBERLAIN, UNIT B-26 POSITION: owner/proprietor NATURE: Sole proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 10/01/2023 ADDRESS: 68 Chamberlain Way, Unit B26, Hanover ME 04237, United States DESCRIPTION: I own a condo near ski areas and rent it out on airbnb 5) FLAGSHIP WEALTH ADVISORS, LLC - IAR POSITION: Investment Advisor Representative NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 90 START DATE: 04/20/2026 ADDRESS: 301 Edgewater Place, Suite 400, Wakefield MA 01880, United States DESCRIPTION: INVESTMENT ADVICE TO ADVISORY CLIENTS, MONITOR INVESTMENTS, FINANCIAL PLANNING SERVICES

Exams

• S65 Uniform Investment Adviser Law Examination
  2003-08-21
• S63 Uniform Securities Agent State Law Examination
  1987-02-12

Other Names

• Karl L Hambrecht
• Karl Lewis Hambrecht