Gregory Wayne Hammonds

Employer firm

Avantax Planning Partners, Inc. CRD 106237

$7.57B regulatory AUM 2 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 12/1995 → Present
  Whaley Hammonds, Pc
  Mcdonough, GA
• 11/2015 → Present
  Wht Advisory Services, Llc
  Mcdonough, GA
• 02/2016 → 06/2024
  Avantax Planning Partners, Inc.
  Mcdonough, GA
• 01/2025 → Present
  Avantax Planning Partners, Inc.
  Mcdonough, GA
• 01/2025 → Present
  Avantax Insurance Agency, Llc
  Mcdonough, GA
• 01/2004 → Present
  First National Bank Of Griffin
  Griffin, GA
• 12/1999 → 01/2025
  Crescent Financial Group, Llp
  Mcdonough, GA

Previous Registrations

• 2016-03-15 → 2024-09-05
  Avantax Planning Partners, Inc.
  Mcdonough, GA
• 2005-02-14 → 2005-12-31
  1717 Capital Management Company
  Mcdonough, GA

Other Businesses

1) FIRST NATIONAL BANK OF GRIFFIN POSITION: Director NATURE: Board of director member of local bank. As a board member of a local bank, INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 01/01/2004 ADDRESS: 318 South Hill Street, Griffin GA 30224 DESCRIPTION: Attend monthly meetings to review financial performance and operations. 2) WALTER E JONES JR IRREVOCABLE TRUST POSITION: Trustee NATURE: Life insurance trust. A life insurance trust receives funds from the grantor. The trustee, in turn, uses these funds to pay premiums on a life insurance policy. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 05/16/2023 ADDRESS: 115 Westridge Industrial Blvd, McDonough GA 30253 DESCRIPTION: make annual payments on the policy. 3) WALTER E JONES JR FAMILY TRUST POSITION: Trustee NATURE: This is an insurance trust. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2024 ADDRESS: 1100 Keys Ferry Court, McDonough GA 30253 DESCRIPTION: Duties are paying annual life insurance premiums. 4) RRH SR. FAMILY TRUST POSITION: Trustee NATURE: This is an inactive trust. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2017 ADDRESS: 1200 Keys Ferry Court, McDonough GA 30253 DESCRIPTION: Inactive trust 5) WHT ADVISORY SERVICES LLC POSITION: Member NATURE: This is a partnership with CPA firm partners. This entity receives commissions from wealth advisors such as Avantax, insurance commissions and payroll referral fees. INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 11/19/2015 ADDRESS: 1200 Keys Ferry Court, McDonough GA 30253 DESCRIPTION: bank deposits and write checks. 6) WHALEY HAMMONDS PC POSITION: CEO NATURE: Owner of CPA firm. I direct the day to day operations of the staff of the firm. I review and prepare income tax returns. INVESTMENT RELATED: No NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 130 START DATE: 12/11/1995 ADDRESS: 1200 Keys Ferry Court, McDonough GA 30253 DESCRIPTION: I manage the firm and work with clients on a daily basis. 7) AVANTAX INSURANCE AGENCY AND/OR AVANTAX INSURANCE SERVICES. POSITION: Insurance agent NATURE: Avantax Insurance entity for selling approved insurance products INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/07/2025 ADDRESS: 1200 Keys Ferry Court, McDonough GA 30253 DESCRIPTION: Meet with clients to ascertain need for insurance products and provide suitable options to fit those needs. 8) AVANTAX PLANNING PARTNERS INC. POSITION: Investment Advisor Representative NATURE: Provide financial planning services to clients. APP provides investment and financial planning services and products to clients. INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/07/2025 ADDRESS: 1200 Keys Ferry Court, Suite 200, McDonough GA 30253 DESCRIPTION: Provide financial planning services to clients 9) MCDONOUGH PRESBYTERIAN CHURCH POSITION: Elder NATURE: Elders meet monthly to vote on church policy and to direct the head of staff. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2022 ADDRESS: 427 McGarity Road, McDonough GA 30252 DESCRIPTION: Please see the above explanation. I also serve as head of the Personnel Committee and am a member of the Stewardship committee.

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-02-16
• S63 Uniform Securities Agent State Law Examination
  1999-04-05

Other Names

• Greg Hammonds
• Gregory W Hammonds