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Overview

Articles

Insights

There are no insights from this firm to display at this time.

Holdings

ETF Holdings

There is no ETF holding data from this firm to display at this time.

Assets

Assets

Last updated on June 28, 2019
    • $5.4B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 30K
      Accounts
    • $177.8K
      Estimated Average Account Balance

Services

Firm Services

There is no Services data available to display at this time.

Firm Client types

There is no client type data to display at this time.

Advisors

Current Advisors

# of advisors

258

name start date
Larry R. Awbrey,CFP®,CIMA®,AIF®
August 2018
Aaron Lee Gilman
July 2011
David Stuart Mcclellan
July 2010
Doug O'Rear
July 2011
Stephen Joseph Mcdonnell
August 2011

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Atlantic Capital -- --
    Ifp Insurance Group -- --
    Ifp Plan Advisors -- --
    Ifp Securities, LLC -- --

      Leadership

      Ownership

      There is no ownership data available to display at this time.

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      William Eugene Hamm Chief Executive Officer August, 1995 50% to 75%
      Karen L. Hamm Senior Vice President September, 2014 50% to 75%
      Timothy Glenn Moyer Chief Compliance Officer February, 2018 less than 5%
      Linda M Christina Director Of Advisory Compliance September, 2016 less than 5%
      William Christopher Hamm Chief Operating Officer January, 2013 less than 5%
      William Hugh Mccauley Chief Financial Officer July, 2018 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Hourly Charges
        • Fixed Fees
        • Other