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Charles D. Hamblin

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CRD#: 1132329
CH

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Charles Dennis Hamblin, who also goes by C Dennis Hamblin, was a registered financial professional .

Charles is a previously registered financial professional and started their career in finance in 1999. Charles had worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


C Dennis Hamblin

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

July 17, 2009 - July 1, 2019

LEGACY ASSET MANAGEMENT, INC.

RIA
CRD#: 111423
HOUSTON, TX
Past

January 13, 2004 - June 28, 2019

LEGACY ASSET SECURITIES, INC.

BD
CRD#: 47644
HOUSTON, TX
Past

July 9, 2001 - December 31, 2003

FIRST ALLIED SECURITIES, INC.

BD
CRD#: 32444
SAN DIEGO, CA
Past

January 4, 1999 - December 21, 2000

JOHN HANCOCK DISTRIBUTORS LLC

BD
CRD#: 5249
BOSTON, MA

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 7/10/2009
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


LA
LEGACY ASSET MANAGEMENT, INC.
LEGACY ASSET MANAGEMENT, INC.

CRD#: 111423 / SEC#: 801-57208

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Contact information


Main Address
3411 Richmond Ave Suite 750, Houston, TX 77046
Mailing Address
Phone number
(713) 355-7171
Established
Firm type
Fiscal year end
# of Employees
7

Documents


Latest Form ADV

Part 2 Brochures

LEGACY ASSET MANAGEMENT FORM ADV PART 2A + 2B (2/23/2024)

Regulatory assets under management


Total Number of Accounts522
AUM (Assets Under Management)$ 161,715,619

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


LEGACY ASSET MANAGEMENT, INC.

CRD#: 111423

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