DH
David T. Hamlin
KESTRA ADVISORY SERVICES
Milledgeville, GA 31061
Some features on this profile are disabled
CRD#: 1737206
DH
Professional summary
David Todd Hamlin is a registered financial advisor currently at KESTRA ADVISORY SERVICES, LLC located in Milledgeville, Georgia and KESTRA INVESTMENT SERVICES, LLC located in Milledgeville, Georgia.
David is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1987. David has worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
(dba) PROTECTIVE FINANCIAL SERVICES; INVESTMENT RELATED; 2727 N COLUMBIA STREET, MILLEDGEVILLE, GA 31061; INSURANCE AND SECURITIES; INVESTMENT ADVISER REPRESENTATIVE (02/2003) ; REGISTERED REPRESENTATIVE (08/1987); STARTED 08/1987; 160 HOURS PER MONTH BUSINESS; "DOING BUSINESS AS" NAME.//SINCLAIR BAPTIST CHURCH; NON-INVESTMENT RELATED; 102-A AIRPORT RD, MILLEDGEVILLE GA 31061; CHURCH; BOARD MEMBER; START DATE 01/2015; 4 HOURS PER MONTH WITH NO HOURS DURING TRADING HOURS; REVIEW BUSINESS ACTIVITIES OF THE CHURCH.//HAMLIN REAL ESTATE; NON-INVESTMENT RELATED; P O BOX 1102, MILLEDGEVILLE GA 31059; OFFICE RENATAL; OWNER; START DATE 01/2004; 4 HOURS PER MONTH WITH NO HOURS PER MONTH DURING TRADING HOURS; RENT AND MANAGE 3 OFFICE BUILDINGS.//TODD HAMLIN; INVESTMENT RELATED; 2727 N COLUMBIA STREET, P O BOX 1102, MILLEDGEVILLE, GA 31059; INSURANCE; AGENT; START DATE 09/1987; 20 HOURS PER MONTH WITH ALL HOURS PER MONTH OCCURRING DURING TRADING HOURS; INSURANCE PRODUCT SALES AND SERVICE. PROTECTIVE FINANCIAL SERVICES POSITION: Financial Advisor NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 140 SECURITIES TRADING HOURS: 130 START DATE: 08/30/2007 ADDRESS: 2727 N. Columbia Street, Milledgeville ga GA 31061, United States DESCRIPTION: Conduct detailed fact finding. Develop, present and implement financial plans including record stated client goals and objectives, investment planning, education planning, tax planning, insurance benefits and risk management planning, estate planning and retirement planning. KESTRA ADVISORY SERVICES POSITION: Investment Advisor Representative NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 100 START DATE: 05/02/2022 ADDRESS: 5707 southwest pkwy, BLDG 2, suite 400, Austin TX 78735, United States DESCRIPTION: Research investments that may be appropriate for clients. Educate clients regarding the investments available to them. Assist clients with the application process. conduct quarterly reviews of investments. Meet with clients on a regular basis to assess the investments as they pertain to client objectives. HAMLIN RENTAL PROPERTIES POSITION: Owner NATURE: Real Estate INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 04/03/2006 ADDRESS: 2727 North Columbia Street, Milleedgeville GA 31061, United States DESCRIPTION: Rent properties. 2 commercial buildings INVESTMENT ADVISOR - KAS, LLC POSITION: Registered Rep NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 05/01/1988 ADDRESS: 5707 Southwest Parkway Building 2 Ste. 400, Austin TX 78735, United States DESCRIPTION: Financial Planning PROTECTIVE FINANCIAL SERVICES INC POSITION: Agent NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 05/01/1988 ADDRESS: 2727 North Columbia St, Milledgeville GA 31061, United States DESCRIPTION: Recommend and write insurance products that relate to clients finanaical needs. HAMLIN FARM POSITION: Owner NATURE: Timber Farm INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2000 ADDRESS: 1109 Oconee Springs Rd, Eatonton GA 31024, United States DESCRIPTION: Planting and Harvesting Pine Trees KESTRA ADVISORY SERVICES POSITION: Registered Rep NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 120 START DATE: 05/02/2022 ADDRESS: 5707 southwest pkwy, BLDG 2, suite 400, Austin TX 78735, United States DESCRIPTION: Financial Advisor and registered rep
CRS (Client Relationship Summary) - RIA
Click below to view David Todd Hamlin's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
May 3, 2022 - Present
KESTRA ADVISORY SERVICES, LLC
Office #1: 2727 North Columbia Street, Milledgeville, GA 31061RIA
CRD#: 283330
Milledgeville, GA
Current
May 2, 2022 - Present
KESTRA INVESTMENT SERVICES, LLC
Office #1: 2727 North Columbia Street, Milledgeville, GA 31061Office #2: 5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735BD
CRD#: 42046
Milledgeville, GA
Past
February 24, 2003 - May 2, 2022
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
RIA
CRD#: 15708
MILLEDGEVILLE, GA
Past
October 20, 1987 - May 2, 2022
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
BD
CRD#: 15708
MILLEDGEVILLE, GA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
KA
KESTRA ADVISORY SERVICES, LLC
KESTRA ADVISORY SERVICES, LLC | NFP ADVISOR SERVICES LLC
CRD#: 283330 / SEC#: 801-56126
RIA
Registered Investment Advisory firm - (12/31/1998 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(5/2/2022)
RR
Arizona(5/2/2022)
RR
Arkansas(5/2/2022)
RR
California(5/2/2022)
RR
Colorado(5/2/2022)
RR
Florida(5/2/2022)
RR
Georgia(5/2/2022)
IAR
Georgia(5/3/2022)
RR
Illinois(5/2/2022)
RR
Indiana(3/14/2025)
RR
Iowa(5/2/2022)
RR
Kansas(5/2/2022)
RR
Kentucky(5/2/2022)
RR
Louisiana(5/2/2022)
RR
Maine(5/2/2022)
RR
Maryland(5/2/2022)
RR
Massachusetts(6/3/2022)
RR
Mississippi(5/2/2022)
RR
Missouri(5/2/2022)
RR
New York(5/2/2022)
RR
North Carolina(5/4/2022)
RR
Ohio(5/2/2022)
RR
Pennsylvania(7/21/2022)
RR
South Carolina(5/2/2022)
RR
South Dakota(5/2/2022)
RR
Tennessee(5/2/2022)
RR
Texas(5/2/2022)
IAR
Texas(5/5/2022)
RR
Vermont(5/2/2022)
RR
Virginia(5/2/2022)
RR
Washington(5/2/2022)
RR
West Virginia(1/13/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
KA
KESTRA ADVISORY SERVICES, LLC
KESTRA ADVISORY SERVICES, LLC | NFP ADVISOR SERVICES LLC
CRD#: 283330 / SEC#: 801-56126
RIA
Registered Investment Advisory firm - (12/31/1998 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735
Mailing Address
Phone number
(844) 553-7872
Established
Firm type
Fiscal year end
# of Employees
1,299
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 155,482 |
| AUM (Assets Under Management) | $ 60,174,309,829 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/23/2024 | ||
| 10/20/2023 | ||
| 12/21/2022 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
